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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 | $38,045 | $41,981-9.4% | $63,412-40.0% | $59,633-36.2% |
| Participation rate | 65.0% | 60.3%+4.7pp | 67.1%-2.1pp | 68.7%-3.7pp |
| Annual return | 0.62% | 13.04%-12.4pp | 4.04%-3.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $979 | $1,287-24.0% | $1,814-46.1% | $2,203-55.6% |
| Participant deferral / active EE | $2,343 | $2,002+17.1% | $2,496-6.1% | $3,192-26.6% |
| Admin fee / account holder | $788 | $3,509-77.5% | $3,753-79.0% | $4,297-81.7% |