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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 | $22,621 | $56,894-60.2% | $84,753-73.3% | $62,881-64.0% |
| Participation rate | 40.9% | 68.5%-27.6pp | 76.6%-35.7pp | 69.3%-28.4pp |
| Annual return | 7.21% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,719 | $2,400-28.4% | $3,574-51.9% | $2,281-24.6% |
| Participant deferral / active EE | $1,553 | $2,709-42.7% | $3,712-58.2% | $3,203-51.5% |
| Admin fee / account holder | $1,899 | $3,581-47.0% | $5,333-64.4% | $4,296-55.8% |