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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 | $32,338 | $75,541-57.2% | $152,093-78.7% | $82,637-60.9% |
| Participation rate | 68.2% | 66.5%+1.6pp | 77.8%-9.6pp | 68.1%+0.1pp |
| Annual return | 16.73% | 32.56%-15.8pp | 66.36%-49.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,095 | $2,622-58.2% | $4,175-73.8% | $2,552-57.1% |
| Participant deferral / active EE | $2,573 | $3,206-19.7% | $5,451-52.8% | $4,126-37.6% |
| Admin fee / account holder | $7,191 | $6,405+12.3% | $14,497-50.4% | $7,339-2.0% |