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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 | $31,063 | $54,757-43.3% | $90,300-65.6% | $72,983-57.4% |
| Participation rate | 69.0% | 65.1%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 21.25% | 30.63%-9.4pp | 78.11%-56.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $468 | $2,092-77.6% | $2,854-83.6% | $2,440-80.8% |
| Participant deferral / active EE | $1,417 | $2,887-50.9% | $3,884-63.5% | $3,608-60.7% |
| Admin fee / account holder | $699 | $3,972-82.4% | $5,353-86.9% | $5,124-86.4% |