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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 | $34,557 | $86,949-60.3% | $102,460-66.3% | $80,959-57.3% |
| Participation rate | 69.0% | 72.4%-3.4pp | 76.5%-7.5pp | 67.7%+1.3pp |
| Annual return | 13.59% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,818 | $2,370-23.3% | $3,025-39.9% | $2,757-34.0% |
| Participant deferral / active EE | $3,868 | $4,121-6.1% | $5,056-23.5% | $4,300-10.0% |
| Admin fee / account holder | $2,795 | $8,048-65.3% | $9,460-70.5% | $6,925-59.6% |