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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 | $34,440 | $32,037+7.5% | $69,182-50.2% | $62,881-45.2% |
| Participation rate | 65.9% | 43.4%+22.5pp | 55.1%+10.8pp | 69.3%-3.4pp |
| Annual return | 7.70% | 15.16%-7.5pp | -21.93%+29.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $926 | $679+36.3% | $1,206-23.2% | $2,281-59.4% |
| Participant deferral / active EE | $2,358 | $1,185+99.0% | $1,897+24.3% | $3,203-26.4% |
| Admin fee / account holder | $805 | $2,608-69.1% | $2,697-70.1% | $4,296-81.3% |