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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 | $37,903 | $81,276-53.4% | $155,574-75.6% | $80,925-53.2% |
| Participation rate | 68.0% | 66.2%+1.8pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 12.04% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,974 | $3,103-36.4% | $4,676-57.8% | $2,756-28.4% |
| Participant deferral / active EE | $2,483 | $3,453-28.1% | $5,629-55.9% | $4,299-42.2% |
| Admin fee / account holder | $949 | $7,993-88.1% | $15,914-94.0% | $6,940-86.3% |