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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 | $37,835 | $58,493-35.3% | $84,021-55.0% | $72,975-48.2% |
| Participation rate | 67.6% | 61.2%+6.4pp | 69.0%-1.4pp | 69.5%-1.8pp |
| Annual return | 19.24% | 28.93%-9.7pp | 71.32%-52.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $846 | $1,163-27.2% | $1,984-57.3% | $2,440-65.3% |
| Participant deferral / active EE | $2,847 | $2,394+18.9% | $3,239-12.1% | $3,608-21.1% |
| Admin fee / account holder | $1,213 | $4,569-73.5% | $6,102-80.1% | $5,124-76.3% |