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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 | $32,039 | $58,577-45.3% | $83,323-61.5% | $64,181-50.1% |
| Participation rate | 61.5% | 72.0%-10.5pp | 77.8%-16.2pp | 69.6%-8.0pp |
| Annual return | 15.69% | 9.65%+6.0pp | 10.63%+5.1pp | 7.63%+8.1pp |
| Employer contribution / active EE | $1,048 | $2,098-50.0% | $3,379-69.0% | $2,381-56.0% |
| Participant deferral / active EE | $2,488 | $4,654-46.5% | $5,565-55.3% | $3,470-28.3% |
| Admin fee / account holder | $1,968 | $9,275-78.8% | $7,539-73.9% | $4,887-59.7% |