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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 | $33,006 | $57,061-42.2% | $85,063-61.2% | $80,911-59.2% |
| Participation rate | 64.5% | 56.3%+8.2pp | 67.5%-3.0pp | 67.6%-3.1pp |
| Annual return | 13.50% | 21.66%-8.2pp | 66.54%-53.0pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,556 | $1,799-13.5% | $2,727-42.9% | $2,756-43.5% |
| Participant deferral / active EE | $3,021 | $3,110-2.9% | $4,523-33.2% | $4,297-29.7% |
| Admin fee / account holder | $634 | $4,986-87.3% | $6,155-89.7% | $6,935-90.9% |