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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 | $65,498 | $86,922-24.6% | $102,438-36.1% | $80,874-19.0% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.6%+0.9pp |
| Annual return | 24.71% | 18.90%+5.8pp | 29.37%-4.7pp | 35.62%-10.9pp |
| Employer contribution / active EE | $1,529 | $2,369-35.5% | $3,024-49.4% | $2,756-44.5% |
| Participant deferral / active EE | $3,979 | $4,119-3.4% | $5,054-21.3% | $4,297-7.4% |
| Admin fee / account holder | $440 | $8,050-94.5% | $9,448-95.3% | $6,935-93.7% |