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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 | $34,131 | $72,027-52.6% | $185,835-81.6% | $79,852-57.3% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 17.81% | 23.13%-5.3pp | 35.96%-18.2pp | 31.72%-13.9pp |
| Employer contribution / active EE | $821 | $1,965-58.2% | $4,087-79.9% | $2,471-66.8% |
| Participant deferral / active EE | $1,906 | $3,780-49.6% | $5,633-66.2% | $3,740-49.0% |
| Admin fee / account holder | $1,860 | $4,513-58.8% | $9,502-80.4% | $5,306-64.9% |