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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 | $33,734 | $85,515-60.6% | $112,040-69.9% | $67,986-50.4% |
| Participation rate | 69.1% | 68.2%+0.9pp | 76.5%-7.4pp | 57.2%+11.9pp |
| Annual return | 17.55% | 29.68%-12.1pp | 24.52%-7.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $1,695 | $2,191-22.7% | $2,954-42.6% | $2,019-16.1% |
| Participant deferral / active EE | $2,729 | $4,014-32.0% | $5,098-46.5% | $3,358-18.7% |
| Admin fee / account holder | $4,665 | $3,774+23.6% | $12,098-61.4% | $3,203+45.6% |