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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 | $38,586 | $58,493-34.0% | $84,021-54.1% | $72,975-47.1% |
| Participation rate | 65.6% | 61.2%+4.3pp | 69.0%-3.4pp | 69.5%-3.9pp |
| Annual return | 20.47% | 28.93%-8.5pp | 71.32%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $620 | $1,163-46.7% | $1,984-68.7% | $2,440-74.6% |
| Participant deferral / active EE | $1,509 | $2,394-37.0% | $3,239-53.4% | $3,608-58.2% |
| Admin fee / account holder | $1,050 | $4,569-77.0% | $6,102-82.8% | $5,124-79.5% |