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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 | $37,758 | $69,273-45.5% | $90,796-58.4% | $82,637-54.3% |
| Participation rate | 66.0% | 64.0%+2.0pp | 69.5%-3.5pp | 68.1%-2.1pp |
| Annual return | 17.30% | 18.37%-1.1pp | 19.29%-2.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $903 | $1,865-51.6% | $2,294-60.6% | $2,552-64.6% |
| Participant deferral / active EE | $2,342 | $3,047-23.2% | $3,822-38.7% | $4,126-43.2% |
| Admin fee / account holder | $1,505 | $5,511-72.7% | $7,024-78.6% | $7,339-79.5% |