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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 | $32,663 | $76,834-57.5% | $108,359-69.9% | $87,485-62.7% |
| Participation rate | 64.4% | 61.7%+2.7pp | 70.1%-5.7pp | 68.9%-4.5pp |
| Annual return | 14.49% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $983 | $1,556-36.8% | $2,399-59.0% | $2,596-62.1% |
| Participant deferral / active EE | $3,296 | $3,100+6.3% | $4,137-20.3% | $4,274-22.9% |
| Admin fee / account holder | $2,226 | $6,537-66.0% | $9,741-77.2% | $7,775-71.4% |