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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 | $37,978 | $57,140-33.5% | $85,240-55.4% | $80,959-53.1% |
| Participation rate | 60.9% | 56.4%+4.5pp | 67.5%-6.7pp | 67.7%-6.8pp |
| Annual return | 12.65% | 21.71%-9.1pp | 66.75%-54.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $994 | $1,802-44.9% | $2,735-63.7% | $2,757-64.0% |
| Participant deferral / active EE | $1,931 | $3,115-38.0% | $4,527-57.3% | $4,300-55.1% |
| Admin fee / account holder | $1,233 | $4,992-75.3% | $6,165-80.0% | $6,925-82.2% |