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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 | $73,787-45.5% | $98,716-59.3% | $82,448-51.2% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.3%-1.6pp | 68.1%-0.4pp |
| Annual return | 12.84% | 18.57%-5.7pp | 31.81%-19.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,698 | $1,511+12.3% | $2,279-25.5% | $2,551-33.5% |
| Participant deferral / active EE | $4,285 | $3,081+39.1% | $4,048+5.9% | $4,139+3.5% |
| Admin fee / account holder | $4,352 | $6,500-33.0% | $8,703-50.0% | $7,234-39.8% |