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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 | $35,799 | $81,446-56.0% | $103,374-65.4% | $80,874-55.7% |
| Participation rate | 68.3% | 66.9%+1.4pp | 74.5%-6.2pp | 67.6%+0.6pp |
| Annual return | 15.57% | 25.57%-10.0pp | 24.89%-9.3pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,694 | $3,107-45.5% | $3,869-56.2% | $2,756-38.5% |
| Participant deferral / active EE | $3,498 | $3,870-9.6% | $5,058-30.8% | $4,297-18.6% |
| Admin fee / account holder | $1,320 | $6,715-80.3% | $8,394-84.3% | $6,935-81.0% |