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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 | $25,541 | $72,607-64.8% | $90,259-71.7% | $87,485-70.8% |
| Participation rate | 69.0% | 64.8%+4.2pp | 70.7%-1.8pp | 68.9%0pp |
| Annual return | 14.04% | 18.59%-4.6pp | 18.88%-4.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,042 | $1,919-45.7% | $2,291-54.5% | $2,596-59.9% |
| Participant deferral / active EE | $1,890 | $3,055-38.1% | $3,827-50.6% | $4,274-55.8% |
| Admin fee / account holder | $1,696 | $5,947-71.5% | $7,267-76.7% | $7,775-78.2% |