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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 | $36,062 | $56,894-36.6% | $84,753-57.5% | $62,881-42.7% |
| Participation rate | 69.8% | 68.5%+1.2pp | 76.6%-6.8pp | 69.3%+0.5pp |
| Annual return | 8.97% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,422 | $2,400+42.6% | $3,574-4.3% | $2,281+50.0% |
| Participant deferral / active EE | $1,324 | $2,709-51.1% | $3,712-64.3% | $3,203-58.7% |
| Admin fee / account holder | $3,776 | $3,581+5.5% | $5,333-29.2% | $4,296-12.1% |