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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 | $34,078 | $43,075-20.9% | $74,577-54.3% | $62,881-45.8% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 15.06% | 17.50%-2.4pp | 20.47%-5.4pp | 20.14%-5.1pp |
| Employer contribution / active EE | $3,432 | $1,498+129.2% | $2,525+35.9% | $2,281+50.5% |
| Participant deferral / active EE | $8,298 | $2,389+247.3% | $3,458+140.0% | $3,203+159.1% |
| Admin fee / account holder | $1,717 | $2,840-39.5% | $4,138-58.5% | $4,296-60.0% |