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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 | $37,659 | $54,757-31.2% | $90,300-58.3% | $72,983-48.4% |
| Participation rate | 68.5% | 65.1%+3.4pp | 73.3%-4.8pp | 69.5%-1.0pp |
| Annual return | 24.92% | 30.63%-5.7pp | 78.11%-53.2pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,485 | $2,092-29.0% | $2,854-48.0% | $2,440-39.1% |
| Participant deferral / active EE | $3,023 | $2,887+4.7% | $3,884-22.2% | $3,608-16.2% |
| Admin fee / account holder | $478 | $3,972-88.0% | $5,353-91.1% | $5,124-90.7% |