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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 | $34,705 | $54,541-36.4% | $78,778-55.9% | $70,126-50.5% |
| Participation rate | 63.2% | 60.8%+2.4pp | 69.2%-6.0pp | 69.5%-6.3pp |
| Annual return | 15.70% | 21.07%-5.4pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $416 | $1,089-61.8% | $1,986-79.1% | $2,343-82.3% |
| Participant deferral / active EE | $1,783 | $2,210-19.3% | $2,958-39.7% | $3,332-46.5% |
| Admin fee / account holder | $387 | $3,709-89.6% | $5,134-92.5% | $4,645-91.7% |