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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 | $35,270 | $69,383-49.2% | $101,271-65.2% | $73,493-52.0% |
| Participation rate | 60.0% | 68.4%-8.4pp | 75.8%-15.8pp | 70.7%-10.7pp |
| Annual return | 16.65% | 18.46%-1.8pp | 46.48%-29.8pp | 28.51%-11.9pp |
| Employer contribution / active EE | $963 | $2,628-63.4% | $3,660-73.7% | $2,270-57.6% |
| Participant deferral / active EE | $2,197 | $3,301-33.5% | $4,371-49.7% | $3,740-41.3% |
| Admin fee / account holder | $1,636 | $704+132.4% | $5,948-72.5% | $513+218.8% |