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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 | $22,765 | $52,836-56.9% | $105,736-78.5% | $64,173-64.5% |
| Participation rate | 48.5% | 66.5%-18.1pp | 76.3%-27.8pp | 69.6%-21.1pp |
| Annual return | 17.21% | 14.30%+2.9pp | 6.27%+10.9pp | 7.63%+9.6pp |
| Employer contribution / active EE | $1,277 | $1,827-30.1% | $3,268-60.9% | $2,381-46.4% |
| Participant deferral / active EE | $2,889 | $2,545+13.5% | $4,080-29.2% | $3,470-16.7% |
| Admin fee / account holder | $1,442 | $3,959-63.6% | $6,913-79.1% | $4,887-70.5% |