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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 | $61,226 | $81,504-24.9% | $102,437-40.2% | $80,959-24.4% |
| Participation rate | 67.7% | 66.9%+0.9pp | 74.5%-6.8pp | 67.7%+0.1pp |
| Annual return | 25.23% | 25.60%-0.4pp | 24.95%+0.3pp | 35.67%-10.4pp |
| Employer contribution / active EE | $2,023 | $3,104-34.8% | $3,871-47.7% | $2,757-26.6% |
| Participant deferral / active EE | $3,280 | $3,871-15.3% | $5,060-35.2% | $4,300-23.7% |
| Admin fee / account holder | $3,374 | $6,719-49.8% | $8,388-59.8% | $6,925-51.3% |