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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 | $29,323 | $57,828-49.3% | $117,039-74.9% | $70,126-58.2% |
| Participation rate | 67.4% | 67.1%+0.3pp | 77.2%-9.8pp | 69.5%-2.1pp |
| Annual return | 16.55% | 17.55%-1.0pp | 18.95%-2.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $591 | $1,816-67.4% | $3,785-84.4% | $2,343-74.8% |
| Participant deferral / active EE | $1,430 | $2,438-41.3% | $3,929-63.6% | $3,332-57.1% |
| Admin fee / account holder | $1,092 | $3,548-69.2% | $5,974-81.7% | $4,645-76.5% |