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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 | $48,372 | $81,487-40.6% | $102,412-52.8% | $80,935-40.2% |
| Participation rate | 67.9% | 66.8%+1.1pp | 74.5%-6.6pp | 67.7%+0.3pp |
| Annual return | 15.35% | 25.60%-10.2pp | 24.94%-9.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,774 | $3,103-42.8% | $3,870-54.2% | $2,757-35.6% |
| Participant deferral / active EE | $3,900 | $3,871+0.8% | $5,060-22.9% | $4,299-9.3% |
| Admin fee / account holder | $1,687 | $6,717-74.9% | $8,388-79.9% | $6,924-75.6% |