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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 | $33,127 | $73,787-55.1% | $98,716-66.4% | $82,448-59.8% |
| Participation rate | 69.7% | 61.4%+8.3pp | 69.3%+0.4pp | 68.1%+1.6pp |
| Annual return | 20.54% | 18.57%+2.0pp | 31.81%-11.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,390 | $1,511-8.0% | $2,279-39.0% | $2,551-45.5% |
| Participant deferral / active EE | $2,172 | $3,081-29.5% | $4,048-46.3% | $4,139-47.5% |
| Admin fee / account holder | $897 | $6,500-86.2% | $8,703-89.7% | $7,234-87.6% |