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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 | $30,654 | $45,343-32.4% | $150,298-79.6% | $67,986-54.9% |
| Participation rate | 53.8% | 51.9%+1.9pp | 77.8%-24.0pp | 57.2%-3.4pp |
| Annual return | 27.59% | 33.28%-5.7pp | 62.79%-35.2pp | 31.67%-4.1pp |
| Employer contribution / active EE | $854 | $1,462-41.6% | $4,154-79.4% | $2,019-57.7% |
| Participant deferral / active EE | $3,854 | $2,055+87.6% | $5,453-29.3% | $3,358+14.8% |
| Admin fee / account holder | $2,023 | $2,250-10.1% | $14,116-85.7% | $3,203-36.8% |