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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 | $39,382 | $57,140-31.1% | $85,240-53.8% | $80,959-51.4% |
| Participation rate | 59.5% | 56.4%+3.0pp | 67.5%-8.1pp | 67.7%-8.2pp |
| Annual return | 11.93% | 21.71%-9.8pp | 66.75%-54.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,074 | $1,802+15.1% | $2,735-24.2% | $2,757-24.8% |
| Participant deferral / active EE | $3,491 | $3,115+12.1% | $4,527-22.9% | $4,300-18.8% |
| Admin fee / account holder | $5,143 | $4,992+3.0% | $6,165-16.6% | $6,925-25.7% |