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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 | $36,213 | $77,896-53.5% | $134,172-73.0% | $82,448-56.1% |
| Participation rate | 67.2% | 62.8%+4.5pp | 72.5%-5.2pp | 68.1%-0.8pp |
| Annual return | 26.57% | 18.21%+8.4pp | 25.30%+1.3pp | 41.64%-15.1pp |
| Employer contribution / active EE | $2,407 | $2,159+11.5% | $3,420-29.6% | $2,551-5.6% |
| Participant deferral / active EE | $4,808 | $3,162+52.0% | $4,690+2.5% | $4,139+16.1% |
| Admin fee / account holder | $5,708 | $6,336-9.9% | $12,016-52.5% | $7,234-21.1% |