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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 | $50,095 | $73,787-32.1% | $98,716-49.3% | $82,448-39.2% |
| Participation rate | 67.2% | 61.4%+5.8pp | 69.3%-2.1pp | 68.1%-0.9pp |
| Annual return | 17.21% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,893 | $1,511+25.3% | $2,279-16.9% | $2,551-25.8% |
| Participant deferral / active EE | $2,990 | $3,081-3.0% | $4,048-26.1% | $4,139-27.8% |
| Admin fee / account holder | $10,036 | $6,500+54.4% | $8,703+15.3% | $7,234+38.7% |