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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 | $38,291 | $56,894-32.7% | $84,753-54.8% | $62,881-39.1% |
| Participation rate | 64.5% | 68.5%-4.0pp | 76.6%-12.1pp | 69.3%-4.8pp |
| Annual return | 9.89% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,695 | $2,400-29.4% | $3,574-52.6% | $2,281-25.7% |
| Participant deferral / active EE | $2,967 | $2,709+9.5% | $3,712-20.1% | $3,203-7.4% |
| Admin fee / account holder | $1,111 | $3,581-69.0% | $5,333-79.2% | $4,296-74.1% |