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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 | $38,595 | $64,010-39.7% | $108,359-64.4% | $64,340-40.0% |
| Participation rate | 68.1% | 49.4%+18.7pp | 70.1%-2.0pp | 55.2%+12.9pp |
| Annual return | 13.64% | 19.74%-6.1pp | 36.89%-23.3pp | 24.14%-10.5pp |
| Employer contribution / active EE | $1,601 | $1,029+55.6% | $2,399-33.3% | $1,862-14.0% |
| Participant deferral / active EE | $2,988 | $2,395+24.7% | $4,137-27.8% | $2,980+0.3% |
| Admin fee / account holder | $2,781 | $4,885-43.1% | $9,741-71.5% | $3,703-24.9% |