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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 | $23,443 | $41,377-43.3% | $109,313-78.6% | $62,881-62.7% |
| Participation rate | 69.5% | 57.5%+11.9pp | 71.3%-1.8pp | 69.3%+0.2pp |
| Annual return | 7.76% | 11.05%-3.3pp | 22.07%-14.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $334 | $1,276-73.8% | $3,892-91.4% | $2,281-85.4% |
| Participant deferral / active EE | $859 | $2,045-58.0% | $3,166-72.9% | $3,203-73.2% |
| Admin fee / account holder | $696 | $2,884-75.9% | $5,666-87.7% | $4,296-83.8% |