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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 | $34,526 | $45,872-24.7% | $77,096-55.2% | $68,486-49.6% |
| Participation rate | 64.2% | 55.9%+8.3pp | 67.9%-3.7pp | 67.9%-3.7pp |
| Annual return | 7.47% | 1.73%+5.7pp | 42.35%-34.9pp | -7.85%+15.3pp |
| Employer contribution / active EE | $1,897 | $1,650+15.0% | $2,814-32.6% | $2,597-26.9% |
| Participant deferral / active EE | $3,892 | $2,963+31.3% | $4,429-12.1% | $4,028-3.4% |
| Admin fee / account holder | $880 | $3,041-71.0% | $5,428-83.8% | $5,404-83.7% |