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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 | $33,774 | $65,027-48.1% | $90,970-62.9% | $79,852-57.7% |
| Participation rate | 66.0% | 61.6%+4.3pp | 69.0%-3.1pp | 69.6%-3.7pp |
| Annual return | 16.21% | 30.45%-14.2pp | 134.58%-118.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $713 | $1,247-42.9% | $2,122-66.4% | $2,471-71.2% |
| Participant deferral / active EE | $2,674 | $2,512+6.4% | $3,373-20.7% | $3,740-28.5% |
| Admin fee / account holder | $663 | $4,535-85.4% | $5,960-88.9% | $5,306-87.5% |