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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 | $22,211 | $41,377-46.3% | $109,313-79.7% | $62,881-64.7% |
| Participation rate | 64.2% | 57.5%+6.6pp | 71.3%-7.1pp | 69.3%-5.1pp |
| Annual return | 6.18% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $622 | $1,276-51.3% | $3,892-84.0% | $2,281-72.7% |
| Participant deferral / active EE | $2,083 | $2,045+1.8% | $3,166-34.2% | $3,203-35.0% |
| Admin fee / account holder | $1,433 | $2,884-50.3% | $5,666-74.7% | $4,296-66.6% |