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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 | $86,938-24.7% | $102,423-36.1% | $80,925-19.1% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.7%+0.9pp |
| Annual return | 24.71% | 18.89%+5.8pp | 29.42%-4.7pp | 35.65%-10.9pp |
| Employer contribution / active EE | $1,529 | $2,369-35.4% | $3,023-49.4% | $2,756-44.5% |
| Participant deferral / active EE | $3,979 | $4,120-3.4% | $5,054-21.3% | $4,299-7.4% |
| Admin fee / account holder | $440 | $8,053-94.5% | $9,455-95.4% | $6,940-93.7% |