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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 | $31,721 | $57,119-44.5% | $85,187-62.8% | $80,935-60.8% |
| Participation rate | 58.6% | 56.4%+2.2pp | 67.5%-8.9pp | 67.7%-9.0pp |
| Annual return | 12.64% | 21.70%-9.1pp | 66.67%-54.0pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,424 | $1,802-20.9% | $2,732-47.9% | $2,757-48.3% |
| Participant deferral / active EE | $2,750 | $3,115-11.7% | $4,525-39.2% | $4,299-36.0% |
| Admin fee / account holder | $5,207 | $4,990+4.3% | $6,162-15.5% | $6,924-24.8% |