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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 | $13,204 | $57,119-76.9% | $85,187-84.5% | $80,935-83.7% |
| Participation rate | 64.0% | 56.4%+7.6pp | 67.5%-3.5pp | 67.7%-3.7pp |
| Annual return | 14.09% | 21.70%-7.6pp | 66.67%-52.6pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,308 | $1,802-27.4% | $2,732-52.1% | $2,757-52.5% |
| Participant deferral / active EE | $1,856 | $3,115-40.4% | $4,525-59.0% | $4,299-56.8% |
| Admin fee / account holder | $572 | $4,990-88.5% | $6,162-90.7% | $6,924-91.7% |