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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 | $36,258 | $41,016-11.6% | $152,093-76.2% | $64,097-43.4% |
| Participation rate | 65.7% | 51.3%+14.4pp | 77.8%-12.1pp | 55.2%+10.5pp |
| Annual return | 14.73% | 39.60%-24.9pp | 66.36%-51.6pp | 34.64%-19.9pp |
| Employer contribution / active EE | $455 | $1,342-66.1% | $4,175-89.1% | $1,891-76.0% |
| Participant deferral / active EE | $1,516 | $1,927-21.3% | $5,451-72.2% | $3,080-50.8% |
| Admin fee / account holder | $1,715 | $2,305-25.6% | $14,497-88.2% | $3,454-50.3% |