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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 | $35,526 | $43,075-17.5% | $74,577-52.4% | $62,881-43.5% |
| Participation rate | 63.6% | 58.1%+5.6pp | 68.1%-4.5pp | 69.3%-5.7pp |
| Annual return | 5.49% | 17.50%-12.0pp | 20.47%-15.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $855 | $1,498-42.9% | $2,525-66.1% | $2,281-62.5% |
| Participant deferral / active EE | $1,167 | $2,389-51.2% | $3,458-66.3% | $3,203-63.6% |
| Admin fee / account holder | $1,117 | $2,840-60.7% | $4,138-73.0% | $4,296-74.0% |