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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 | $11,418 | $43,075-73.5% | $74,577-84.7% | $62,881-81.8% |
| Participation rate | 58.6% | 58.1%+0.6pp | 68.1%-9.5pp | 69.3%-10.7pp |
| Annual return | 20.60% | 17.50%+3.1pp | 20.47%+0.1pp | 20.14%+0.5pp |
| Employer contribution / active EE | $1,447 | $1,498-3.4% | $2,525-42.7% | $2,281-36.6% |
| Participant deferral / active EE | $3,160 | $2,389+32.2% | $3,458-8.6% | $3,203-1.3% |
| Admin fee / account holder | $747 | $2,840-73.7% | $4,138-81.9% | $4,296-82.6% |