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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 | $19,176 | $75,541-74.6% | $152,093-87.4% | $82,637-76.8% |
| Participation rate | 68.0% | 66.5%+1.5pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 22.51% | 32.56%-10.0pp | 66.36%-43.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $2,006 | $2,622-23.5% | $4,175-51.9% | $2,552-21.4% |
| Participant deferral / active EE | $3,271 | $3,206+2.0% | $5,451-40.0% | $4,126-20.7% |
| Admin fee / account holder | $2,377 | $6,405-62.9% | $14,497-83.6% | $7,339-67.6% |