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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 | $20,481 | $78,015-73.7% | $178,505-88.5% | $80,959-74.7% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.6pp | 67.7%+1.9pp |
| Annual return | 13.32% | 18.10%-4.8pp | 27.16%-13.8pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,354 | $2,281-40.6% | $3,955-65.8% | $2,757-50.9% |
| Participant deferral / active EE | $3,271 | $4,406-25.8% | $6,280-47.9% | $4,300-23.9% |
| Admin fee / account holder | $1,260 | $7,160-82.4% | $10,428-87.9% | $6,925-81.8% |