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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 | $28,057 | $69,590-59.7% | $136,867-79.5% | $94,015-70.2% |
| Participation rate | 67.6% | 66.3%+1.3pp | 74.5%-6.9pp | 70.8%-3.2pp |
| Annual return | 16.85% | 19.62%-2.8pp | 42.97%-26.1pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,818 | $2,396-24.1% | $3,547-48.7% | $2,790-34.8% |
| Participant deferral / active EE | $3,370 | $3,437-1.9% | $4,924-31.6% | $4,249-20.7% |
| Admin fee / account holder | $355 | $8,912-96.0% | $10,340-96.6% | $8,951-96.0% |