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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 | $20,098 | $57,590-65.1% | $86,233-76.7% | $82,448-75.6% |
| Participation rate | 36.1% | 57.9%-21.8pp | 69.0%-32.9pp | 68.1%-32.0pp |
| Annual return | 25.61% | 22.41%+3.2pp | 61.39%-35.8pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,373 | $1,655-17.1% | $2,504-45.2% | $2,551-46.2% |
| Participant deferral / active EE | $3,029 | $3,080-1.6% | $4,559-33.6% | $4,139-26.8% |
| Admin fee / account holder | $7,164 | $4,730+51.4% | $8,342-14.1% | $7,234-1.0% |