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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 | $45,544 | $54,541-16.5% | $78,778-42.2% | $70,126-35.1% |
| Participation rate | 64.2% | 60.8%+3.4pp | 69.2%-5.0pp | 69.5%-5.4pp |
| Annual return | 19.66% | 21.07%-1.4pp | 35.62%-16.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,439 | $1,089+32.2% | $1,986-27.5% | $2,343-38.6% |
| Participant deferral / active EE | $2,377 | $2,210+7.5% | $2,958-19.6% | $3,332-28.7% |
| Admin fee / account holder | $3,268 | $3,709-11.9% | $5,134-36.3% | $4,645-29.7% |