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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 | $17,902 | $56,894-68.5% | $84,753-78.9% | $62,881-71.5% |
| Participation rate | 67.7% | 68.5%-0.8pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 6.40% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,438 | $2,400-40.1% | $3,574-59.8% | $2,281-36.9% |
| Participant deferral / active EE | $2,359 | $2,709-12.9% | $3,712-36.4% | $3,203-26.3% |
| Admin fee / account holder | $2,147 | $3,581-40.0% | $5,333-59.7% | $4,296-50.0% |