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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 | $39,892 | $71,057-43.9% | $93,654-57.4% | $80,874-50.7% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.6%-3.4pp |
| Annual return | 15.60% | 11.26%+4.3pp | 133.34%-117.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,340 | $1,564-14.3% | $2,421-44.6% | $2,756-51.4% |
| Participant deferral / active EE | $3,518 | $4,034-12.8% | $4,413-20.3% | $4,297-18.1% |
| Admin fee / account holder | $3,420 | $6,944-50.7% | $8,282-58.7% | $6,935-50.7% |