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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 | $33,751 | $57,590-41.4% | $86,233-60.9% | $82,448-59.1% |
| Participation rate | 61.8% | 57.9%+4.0pp | 69.0%-7.2pp | 68.1%-6.2pp |
| Annual return | 18.08% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,053 | $1,655+84.4% | $2,504+21.9% | $2,551+19.7% |
| Participant deferral / active EE | $6,997 | $3,080+127.2% | $4,559+53.5% | $4,139+69.0% |
| Admin fee / account holder | $7,797 | $4,730+64.8% | $8,342-6.5% | $7,234+7.8% |