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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 | $38,084 | $41,377-8.0% | $109,313-65.2% | $62,881-39.4% |
| Participation rate | 66.1% | 57.5%+8.6pp | 71.3%-5.1pp | 69.3%-3.2pp |
| Annual return | 6.71% | 11.05%-4.3pp | 22.07%-15.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,399 | $1,276+9.6% | $3,892-64.1% | $2,281-38.7% |
| Participant deferral / active EE | $3,457 | $2,045+69.0% | $3,166+9.2% | $3,203+7.9% |
| Admin fee / account holder | $2,151 | $2,884-25.4% | $5,666-62.0% | $4,296-49.9% |