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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 | $22,675 | $57,119-60.3% | $85,187-73.4% | $80,935-72.0% |
| Participation rate | 61.1% | 56.4%+4.7pp | 67.5%-6.4pp | 67.7%-6.6pp |
| Annual return | 13.27% | 21.70%-8.4pp | 66.67%-53.4pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,211 | $1,802-32.8% | $2,732-55.7% | $2,757-56.1% |
| Participant deferral / active EE | $3,660 | $3,115+17.5% | $4,525-19.1% | $4,299-14.9% |
| Admin fee / account holder | $682 | $4,990-86.3% | $6,162-88.9% | $6,924-90.1% |