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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 | $40,214 | $74,535-46.0% | $100,712-60.1% | $82,637-51.3% |
| Participation rate | 67.6% | 61.2%+6.5pp | 69.3%-1.6pp | 68.1%-0.4pp |
| Annual return | 12.84% | 18.92%-6.1pp | 33.27%-20.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,698 | $1,503+13.0% | $2,313-26.6% | $2,552-33.5% |
| Participant deferral / active EE | $4,285 | $3,074+39.4% | $4,085+4.9% | $4,126+3.8% |
| Admin fee / account holder | $4,352 | $6,576-33.8% | $9,256-53.0% | $7,339-40.7% |