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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 | $73,787-55.7% | $98,716-66.9% | $82,448-60.4% |
| Participation rate | 64.4% | 61.4%+3.0pp | 69.3%-4.8pp | 68.1%-3.6pp |
| Annual return | 14.49% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $983 | $1,511-35.0% | $2,279-56.9% | $2,551-61.5% |
| Participant deferral / active EE | $3,296 | $3,081+7.0% | $4,048-18.6% | $4,139-20.4% |
| Admin fee / account holder | $2,226 | $6,500-65.8% | $8,703-74.4% | $7,234-69.2% |