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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 | $32,578 | $57,057-42.9% | $85,009-61.7% | $80,874-59.7% |
| Participation rate | 65.0% | 56.4%+8.6pp | 67.5%-2.5pp | 67.6%-2.6pp |
| Annual return | 18.40% | 21.66%-3.3pp | 66.47%-48.1pp | 35.62%-17.2pp |
| Employer contribution / active EE | $1,616 | $1,799-10.2% | $2,728-40.8% | $2,756-41.4% |
| Participant deferral / active EE | $2,639 | $3,112-15.2% | $4,522-41.6% | $4,297-38.6% |
| Admin fee / account holder | $1,421 | $4,986-71.5% | $6,153-76.9% | $6,935-79.5% |