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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 | $37,620 | $73,787-49.0% | $98,716-61.9% | $82,448-54.4% |
| Participation rate | 64.7% | 61.4%+3.3pp | 69.3%-4.6pp | 68.1%-3.4pp |
| Annual return | 16.98% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $634 | $1,511-58.1% | $2,279-72.2% | $2,551-75.2% |
| Participant deferral / active EE | $2,841 | $3,081-7.8% | $4,048-29.8% | $4,139-31.4% |
| Admin fee / account holder | $1,493 | $6,500-77.0% | $8,703-82.8% | $7,234-79.4% |