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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 | $37,024 | $52,580-29.6% | $71,671-48.3% | $70,126-47.2% |
| Participation rate | 64.7% | 60.9%+3.8pp | 68.7%-4.0pp | 69.5%-4.8pp |
| Annual return | 17.29% | 20.25%-3.0pp | 20.65%-3.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $340 | $1,616-78.9% | $2,460-86.2% | $2,343-85.5% |
| Participant deferral / active EE | $1,984 | $2,386-16.9% | $3,438-42.3% | $3,332-40.5% |
| Admin fee / account holder | $4,111 | $3,653+12.5% | $5,558-26.0% | $4,645-11.5% |