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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 | $41,016-25.3% | $152,093-79.8% | $64,097-52.2% |
| Participation rate | 53.8% | 51.3%+2.4pp | 77.8%-24.0pp | 55.2%-1.4pp |
| Annual return | 27.59% | 39.60%-12.0pp | 66.36%-38.8pp | 34.64%-7.1pp |
| Employer contribution / active EE | $854 | $1,342-36.4% | $4,175-79.5% | $1,891-54.9% |
| Participant deferral / active EE | $3,854 | $1,927+100.0% | $5,451-29.3% | $3,080+25.1% |
| Admin fee / account holder | $2,023 | $2,305-12.2% | $14,497-86.0% | $3,454-41.4% |