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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 | $34,319 | $57,073-39.9% | $85,126-59.7% | $80,925-57.6% |
| Participation rate | 64.7% | 56.4%+8.3pp | 67.5%-2.8pp | 67.7%-3.0pp |
| Annual return | 16.44% | 21.69%-5.3pp | 66.63%-50.2pp | 35.65%-19.2pp |
| Employer contribution / active EE | $2,441 | $1,801+35.6% | $2,731-10.6% | $2,756-11.4% |
| Participant deferral / active EE | $4,304 | $3,113+38.2% | $4,523-4.9% | $4,299+0.1% |
| Admin fee / account holder | $2,240 | $4,988-55.1% | $6,160-63.6% | $6,940-67.7% |