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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 | $31,806 | $59,440-46.5% | $78,004-59.2% | $82,637-61.5% |
| Participation rate | 65.7% | 62.8%+2.9pp | 69.4%-3.8pp | 68.1%-2.4pp |
| Annual return | 14.98% | 40.24%-25.3pp | 31.07%-16.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $763 | $1,750-56.4% | $2,469-69.1% | $2,552-70.1% |
| Participant deferral / active EE | $2,170 | $3,138-30.9% | $4,092-47.0% | $4,126-47.4% |
| Admin fee / account holder | $1,252 | $5,504-77.3% | $7,578-83.5% | $7,339-82.9% |