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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 | $32,903 | $55,932-41.2% | $76,735-57.1% | $67,986-51.6% |
| Participation rate | 58.6% | 50.8%+7.8pp | 69.5%-10.9pp | 57.2%+1.4pp |
| Annual return | 14.69% | 23.10%-8.4pp | 29.77%-15.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $984 | $1,487-33.8% | $2,454-59.9% | $2,019-51.3% |
| Participant deferral / active EE | $2,159 | $2,558-15.6% | $4,088-47.2% | $3,358-35.7% |
| Admin fee / account holder | $3,659 | $4,907-25.4% | $7,189-49.1% | $3,203+14.2% |