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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 | $78,027-73.8% | $178,528-88.5% | $80,925-74.7% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.5pp | 67.7%+1.9pp |
| Annual return | 13.32% | 18.09%-4.8pp | 27.11%-13.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,354 | $2,281-40.6% | $3,950-65.7% | $2,756-50.9% |
| Participant deferral / active EE | $3,271 | $4,408-25.8% | $6,278-47.9% | $4,299-23.9% |
| Admin fee / account holder | $1,260 | $7,168-82.4% | $10,419-87.9% | $6,940-81.8% |