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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 | $23,416 | $57,140-59.0% | $85,240-72.5% | $80,959-71.1% |
| Participation rate | 65.4% | 56.4%+9.0pp | 67.5%-2.1pp | 67.7%-2.3pp |
| Annual return | 11.50% | 21.71%-10.2pp | 66.75%-55.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $938 | $1,802-47.9% | $2,735-65.7% | $2,757-66.0% |
| Participant deferral / active EE | $2,234 | $3,115-28.3% | $4,527-50.7% | $4,300-48.1% |
| Admin fee / account holder | $2,987 | $4,992-40.2% | $6,165-51.5% | $6,925-56.9% |