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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 | $29,420 | $56,894-48.3% | $84,753-65.3% | $62,881-53.2% |
| Participation rate | 58.2% | 68.5%-10.4pp | 76.6%-18.4pp | 69.3%-11.1pp |
| Annual return | 10.10% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.0pp |
| Employer contribution / active EE | $769 | $2,400-67.9% | $3,574-78.5% | $2,281-66.3% |
| Participant deferral / active EE | $1,396 | $2,709-48.5% | $3,712-62.4% | $3,203-56.4% |
| Admin fee / account holder | $501 | $3,581-86.0% | $5,333-90.6% | $4,296-88.3% |