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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 | $30,632 | $77,472-60.5% | $100,415-69.5% | $80,959-62.2% |
| Participation rate | 68.6% | 76.9%-8.4pp | 81.5%-12.9pp | 67.7%+0.9pp |
| Annual return | 18.58% | 37.26%-18.7pp | 49.47%-30.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $3,213 | $2,800+14.7% | $3,943-18.5% | $2,757+16.5% |
| Participant deferral / active EE | $3,634 | $6,818-46.7% | $8,091-55.1% | $4,300-15.5% |
| Admin fee / account holder | $2,064 | $5,885-64.9% | $7,906-73.9% | $6,925-70.2% |