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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 | $57,061-60.3% | $85,063-73.3% | $80,911-72.0% |
| Participation rate | 61.1% | 56.3%+4.8pp | 67.5%-6.4pp | 67.6%-6.5pp |
| Annual return | 13.27% | 21.66%-8.4pp | 66.54%-53.3pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,211 | $1,799-32.7% | $2,727-55.6% | $2,756-56.1% |
| Participant deferral / active EE | $3,660 | $3,110+17.7% | $4,523-19.1% | $4,297-14.8% |
| Admin fee / account holder | $682 | $4,986-86.3% | $6,155-88.9% | $6,935-90.2% |