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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 | $57,140-43.0% | $85,240-61.8% | $80,959-59.8% |
| Participation rate | 65.0% | 56.4%+8.6pp | 67.5%-2.5pp | 67.7%-2.7pp |
| Annual return | 18.40% | 21.71%-3.3pp | 66.75%-48.4pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,616 | $1,802-10.3% | $2,735-40.9% | $2,757-41.4% |
| Participant deferral / active EE | $2,639 | $3,115-15.3% | $4,527-41.7% | $4,300-38.6% |
| Admin fee / account holder | $1,421 | $4,992-71.5% | $6,165-76.9% | $6,925-79.5% |