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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 | $38,710 | $74,535-48.1% | $100,712-61.6% | $82,637-53.2% |
| Participation rate | 64.8% | 61.2%+3.6pp | 69.3%-4.5pp | 68.1%-3.2pp |
| Annual return | 14.01% | 18.92%-4.9pp | 33.27%-19.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $756 | $1,503-49.7% | $2,313-67.3% | $2,552-70.4% |
| Participant deferral / active EE | $2,705 | $3,074-12.0% | $4,085-33.8% | $4,126-34.4% |
| Admin fee / account holder | $9,197 | $6,576+39.9% | $9,256-0.6% | $7,339+25.3% |