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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 | $34,755 | $75,541-54.0% | $152,093-77.1% | $82,637-57.9% |
| Participation rate | 68.8% | 66.5%+2.2pp | 77.8%-9.0pp | 68.1%+0.7pp |
| Annual return | 14.52% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,365 | $2,622-47.9% | $4,175-67.3% | $2,552-46.5% |
| Participant deferral / active EE | $3,280 | $3,206+2.3% | $5,451-39.8% | $4,126-20.5% |
| Admin fee / account holder | $411 | $6,405-93.6% | $14,497-97.2% | $7,339-94.4% |