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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 | $34,978 | $56,894-38.5% | $84,753-58.7% | $62,881-44.4% |
| Participation rate | 67.9% | 68.5%-0.7pp | 76.6%-8.7pp | 69.3%-1.4pp |
| Annual return | 17.22% | 6.30%+10.9pp | 22.78%-5.6pp | 20.14%-2.9pp |
| Employer contribution / active EE | $860 | $2,400-64.1% | $3,574-75.9% | $2,281-62.3% |
| Participant deferral / active EE | $2,009 | $2,709-25.8% | $3,712-45.9% | $3,203-37.3% |
| Admin fee / account holder | $722 | $3,581-79.9% | $5,333-86.5% | $4,296-83.2% |