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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 | $43,097 | $75,720-43.1% | $90,312-52.3% | $86,983-50.5% |
| Participation rate | 67.7% | 66.3%+1.5pp | 72.9%-5.2pp | 69.5%-1.8pp |
| Annual return | 14.77% | 18.55%-3.8pp | 18.90%-4.1pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,190 | $1,945-38.8% | $2,243-46.9% | $2,584-54.0% |
| Participant deferral / active EE | $2,813 | $3,001-6.3% | $3,749-25.0% | $4,194-32.9% |
| Admin fee / account holder | $6,972 | $6,201+12.4% | $8,248-15.5% | $7,856-11.2% |