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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 | $34,200 | $74,535-54.1% | $100,712-66.0% | $82,637-58.6% |
| Participation rate | 66.7% | 61.2%+5.5pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 16.58% | 18.92%-2.3pp | 33.27%-16.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $442 | $1,503-70.6% | $2,313-80.9% | $2,552-82.7% |
| Participant deferral / active EE | $2,137 | $3,074-30.5% | $4,085-47.7% | $4,126-48.2% |
| Admin fee / account holder | $648 | $6,576-90.1% | $9,256-93.0% | $7,339-91.2% |