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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 | $48,054 | $54,541-11.9% | $78,778-39.0% | $70,126-31.5% |
| Participation rate | 68.2% | 60.8%+7.4pp | 69.2%-1.0pp | 69.5%-1.3pp |
| Annual return | 31.79% | 21.07%+10.7pp | 35.62%-3.8pp | 73.15%-41.4pp |
| Employer contribution / active EE | $656 | $1,089-39.7% | $1,986-67.0% | $2,343-72.0% |
| Participant deferral / active EE | $1,831 | $2,210-17.2% | $2,958-38.1% | $3,332-45.1% |
| Admin fee / account holder | $3,908 | $3,709+5.4% | $5,134-23.9% | $4,645-15.9% |