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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 | $32,752 | $58,493-44.0% | $84,023-61.0% | $72,976-55.1% |
| Participation rate | 63.3% | 61.2%+2.0pp | 69.0%-5.8pp | 69.5%-6.2pp |
| Annual return | 22.27% | 28.93%-6.7pp | 71.32%-49.0pp | 81.02%-58.7pp |
| Employer contribution / active EE | $450 | $1,163-61.3% | $1,984-77.3% | $2,440-81.6% |
| Participant deferral / active EE | $1,675 | $2,394-30.1% | $3,239-48.3% | $3,608-53.6% |
| Admin fee / account holder | $557 | $4,569-87.8% | $6,102-90.9% | $5,124-89.1% |