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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 | $50,706 | $55,932-9.3% | $76,735-33.9% | $67,986-25.4% |
| Participation rate | 61.0% | 50.8%+10.2pp | 69.5%-8.5pp | 57.2%+3.8pp |
| Annual return | 16.82% | 23.10%-6.3pp | 29.77%-12.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,532 | $1,487+3.0% | $2,454-37.6% | $2,019-24.1% |
| Participant deferral / active EE | $2,227 | $2,558-12.9% | $4,088-45.5% | $3,358-33.7% |
| Admin fee / account holder | $3,351 | $4,907-31.7% | $7,189-53.4% | $3,203+4.6% |