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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 | $37,160 | $78,015-52.4% | $178,505-79.2% | $80,959-54.1% |
| Participation rate | 65.4% | 65.7%-0.3pp | 77.1%-11.7pp | 67.7%-2.3pp |
| Annual return | 17.40% | 18.10%-0.7pp | 27.16%-9.8pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,104 | $2,281-51.6% | $3,955-72.1% | $2,757-59.9% |
| Participant deferral / active EE | $7,088 | $4,406+60.9% | $6,280+12.9% | $4,300+64.8% |
| Admin fee / account holder | $9,902 | $7,160+38.3% | $10,428-5.0% | $6,925+43.0% |