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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 | $29,176 | $41,377-29.5% | $109,313-73.3% | $62,881-53.6% |
| Participation rate | 62.1% | 57.5%+4.5pp | 71.3%-9.2pp | 69.3%-7.2pp |
| Annual return | 14.46% | 11.05%+3.4pp | 22.07%-7.6pp | 20.14%-5.7pp |
| Employer contribution / active EE | $840 | $1,276-34.2% | $3,892-78.4% | $2,281-63.2% |
| Participant deferral / active EE | $1,520 | $2,045-25.7% | $3,166-52.0% | $3,203-52.5% |
| Admin fee / account holder | $2,632 | $2,884-8.7% | $5,666-53.6% | $4,296-38.7% |