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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 | $21,792 | $76,551-71.5% | $123,894-82.4% | $62,881-65.3% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 7.16% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,413 | $2,882-16.3% | $4,617-47.7% | $2,281+5.8% |
| Participant deferral / active EE | $3,497 | $4,840-27.7% | $5,984-41.6% | $3,203+9.2% |
| Admin fee / account holder | $3,554 | $4,826-26.3% | $8,357-57.5% | $4,296-17.3% |