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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,993 | $59,839-63.2% | $81,991-73.2% | $79,852-72.5% |
| Participation rate | 62.3% | 61.6%+0.6pp | 69.3%-7.0pp | 69.6%-7.4pp |
| Annual return | 14.77% | 17.56%-2.8pp | 41.31%-26.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,182 | $1,713-31.0% | $2,498-52.7% | $2,471-52.2% |
| Participant deferral / active EE | $3,180 | $2,695+18.0% | $3,722-14.6% | $3,740-15.0% |
| Admin fee / account holder | $8,604 | $4,287+100.7% | $5,665+51.9% | $5,306+62.2% |