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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 | $22,994-34.0% | - | $80,925-81.2% |
| Participation rate | 44.4% | 45.9%-1.4pp | - | 67.7%-23.2pp |
| Annual return | 14.03% | 12.16%+1.9pp | - | 35.65%-21.6pp |
| Employer contribution / active EE | $861 | $1,271-32.3% | - | $2,756-68.8% |
| Participant deferral / active EE | $1,363 | $1,419-3.9% | - | $4,299-68.3% |
| Admin fee / account holder | $3,757 | $1,909+96.8% | - | $6,940-45.9% |