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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 | $34,330 | $81,504-57.9% | $102,437-66.5% | $80,959-57.6% |
| Participation rate | 69.0% | 66.9%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 11.78% | 25.60%-13.8pp | 24.95%-13.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,878 | $3,104-39.5% | $3,871-51.5% | $2,757-31.9% |
| Participant deferral / active EE | $3,184 | $3,871-17.8% | $5,060-37.1% | $4,300-26.0% |
| Admin fee / account holder | $562 | $6,719-91.6% | $8,388-93.3% | $6,925-91.9% |