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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 | $38,533 | $58,627-34.3% | $76,735-49.8% | $82,448-53.3% |
| Participation rate | 66.1% | 63.2%+2.9pp | 69.5%-3.4pp | 68.1%-2.0pp |
| Annual return | 14.53% | 39.10%-24.6pp | 29.77%-15.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $666 | $1,729-61.5% | $2,454-72.9% | $2,551-73.9% |
| Participant deferral / active EE | $2,153 | $3,134-31.3% | $4,088-47.3% | $4,139-48.0% |
| Admin fee / account holder | $2,906 | $5,323-45.4% | $7,189-59.6% | $7,234-59.8% |