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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 | $77,574-55.9% | $108,753-68.6% | $86,983-60.7% |
| Participation rate | 66.7% | 62.3%+4.4pp | 71.1%-4.4pp | 69.5%-2.9pp |
| Annual return | 16.58% | 18.42%-1.8pp | 37.47%-20.9pp | 25.83%-9.3pp |
| Employer contribution / active EE | $442 | $1,611-72.6% | $2,427-81.8% | $2,584-82.9% |
| Participant deferral / active EE | $2,137 | $3,128-31.7% | $4,115-48.1% | $4,194-49.0% |
| Admin fee / account holder | $648 | $6,529-90.1% | $10,320-93.7% | $7,856-91.8% |