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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 | $15,187 | $23,470-35.3% | - | $80,959-81.2% |
| Participation rate | 44.4% | 45.4%-1.0pp | - | 67.7%-23.2pp |
| Annual return | 14.03% | 12.16%+1.9pp | - | 35.67%-21.6pp |
| Employer contribution / active EE | $861 | $1,294-33.5% | - | $2,757-68.8% |
| Participant deferral / active EE | $1,363 | $1,435-5.0% | - | $4,300-68.3% |
| Admin fee / account holder | $3,757 | $1,952+92.4% | - | $6,925-45.7% |