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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 | $69,273-37.8% | $90,796-52.5% | $82,637-47.8% |
| Participation rate | 67.7% | 64.0%+3.7pp | 69.5%-1.7pp | 68.1%-0.3pp |
| Annual return | 14.77% | 18.37%-3.6pp | 19.29%-4.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,190 | $1,865-36.2% | $2,294-48.1% | $2,552-53.4% |
| Participant deferral / active EE | $2,813 | $3,047-7.7% | $3,822-26.4% | $4,126-31.8% |
| Admin fee / account holder | $6,972 | $5,511+26.5% | $7,024-0.7% | $7,339-5.0% |