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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 | $34,009 | $75,541-55.0% | $152,093-77.6% | $82,637-58.8% |
| Participation rate | 66.1% | 66.5%-0.5pp | 77.8%-11.7pp | 68.1%-2.0pp |
| Annual return | 16.97% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $691 | $2,622-73.6% | $4,175-83.4% | $2,552-72.9% |
| Participant deferral / active EE | $3,398 | $3,206+6.0% | $5,451-37.7% | $4,126-17.7% |
| Admin fee / account holder | $2,754 | $6,405-57.0% | $14,497-81.0% | $7,339-62.5% |