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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 | $31,206 | $46,599-33.0% | $64,101-51.3% | $75,173-58.5% |
| Participation rate | 69.0% | 65.9%+3.0pp | 72.3%-3.3pp | 67.2%+1.8pp |
| Annual return | 22.34% | 26.06%-3.7pp | 33.72%-11.4pp | 160.72%-138.4pp |
| Employer contribution / active EE | $523 | $1,975-73.5% | $2,749-81.0% | $2,671-80.4% |
| Participant deferral / active EE | $3,910 | $2,837+37.8% | $3,881+0.8% | $4,126-5.2% |
| Admin fee / account holder | $1,753 | $2,956-40.7% | $3,070-42.9% | $5,651-69.0% |