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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 | $25,920 | $56,894-54.4% | $84,753-69.4% | $62,881-58.8% |
| Participation rate | 30.3% | 68.5%-38.2pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 7.75% | 6.30%+1.4pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $685 | $2,400-71.5% | $3,574-80.8% | $2,281-70.0% |
| Participant deferral / active EE | $1,106 | $2,709-59.2% | $3,712-70.2% | $3,203-65.5% |
| Admin fee / account holder | $1,654 | $3,581-53.8% | $5,333-69.0% | $4,296-61.5% |