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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 | $32,930 | $80,992-59.3% | $96,534-65.9% | $75,173-56.2% |
| Participation rate | 68.4% | 71.8%-3.4pp | 76.0%-7.6pp | 67.2%+1.2pp |
| Annual return | 22.53% | 27.05%-4.5pp | 25.88%-3.4pp | 160.72%-138.2pp |
| Employer contribution / active EE | $645 | $2,283-71.8% | $2,965-78.3% | $2,671-75.9% |
| Participant deferral / active EE | $5,171 | $3,929+31.6% | $4,851+6.6% | $4,126+25.3% |
| Admin fee / account holder | $581 | $6,717-91.3% | $8,253-93.0% | $5,651-89.7% |