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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 | $37,976 | $54,541-30.4% | $78,778-51.8% | $70,126-45.8% |
| Participation rate | 68.2% | 60.8%+7.4pp | 69.2%-1.0pp | 69.5%-1.4pp |
| Annual return | 14.48% | 21.07%-6.6pp | 35.62%-21.1pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,057 | $1,089-2.9% | $1,986-46.8% | $2,343-54.9% |
| Participant deferral / active EE | $1,587 | $2,210-28.2% | $2,958-46.3% | $3,332-52.4% |
| Admin fee / account holder | $1,280 | $3,709-65.5% | $5,134-75.1% | $4,645-72.4% |