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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 | $34,053 | $88,360-61.5% | $145,433-76.6% | $67,986-49.9% |
| Participation rate | 59.4% | 65.5%-6.0pp | 82.1%-22.7pp | 57.2%+2.2pp |
| Annual return | 33.61% | 63.15%-29.5pp | 66.58%-33.0pp | 31.67%+1.9pp |
| Employer contribution / active EE | $926 | $3,054-69.7% | $4,554-79.7% | $2,019-54.1% |
| Participant deferral / active EE | $3,370 | $5,932-43.2% | $7,897-57.3% | $3,358+0.3% |
| Admin fee / account holder | $9,553 | $3,313+188.3% | $13,129-27.2% | $3,203+198.2% |