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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 | $34,241 | $77,574-55.9% | $108,753-68.5% | $86,983-60.6% |
| Participation rate | 69.2% | 62.3%+6.9pp | 71.1%-1.9pp | 69.5%-0.3pp |
| Annual return | 11.84% | 18.42%-6.6pp | 37.47%-25.6pp | 25.83%-14.0pp |
| Employer contribution / active EE | $762 | $1,611-52.7% | $2,427-68.6% | $2,584-70.5% |
| Participant deferral / active EE | $2,181 | $3,128-30.3% | $4,115-47.0% | $4,194-48.0% |
| Admin fee / account holder | $1,079 | $6,529-83.5% | $10,320-89.5% | $7,856-86.3% |