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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 | $19,091 | $56,894-66.4% | $84,753-77.5% | $62,881-69.6% |
| Participation rate | 69.0% | 68.5%+0.4pp | 76.6%-7.6pp | 69.3%-0.3pp |
| Annual return | 4.89% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,303 | $2,400-45.7% | $3,574-63.6% | $2,281-42.9% |
| Participant deferral / active EE | $2,932 | $2,709+8.2% | $3,712-21.0% | $3,203-8.4% |
| Admin fee / account holder | $485 | $3,581-86.5% | $5,333-90.9% | $4,296-88.7% |