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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 | $31,815 | $81,331-60.9% | $155,534-79.5% | $80,935-60.7% |
| Participation rate | 68.8% | 66.3%+2.5pp | 78.2%-9.5pp | 67.7%+1.1pp |
| Annual return | 12.67% | 33.37%-20.7pp | 64.92%-52.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,114 | $3,105-64.1% | $4,675-76.2% | $2,757-59.6% |
| Participant deferral / active EE | $3,851 | $3,454+11.5% | $5,630-31.6% | $4,299-10.4% |
| Admin fee / account holder | $1,533 | $7,999-80.8% | $15,900-90.4% | $6,924-77.9% |