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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 | $79,894-54.7% | $135,792-73.3% | $82,637-56.2% |
| Participation rate | 67.2% | 63.0%+4.2pp | 72.6%-5.3pp | 68.1%-0.8pp |
| Annual return | 26.57% | 17.20%+9.4pp | 25.96%+0.6pp | 53.51%-26.9pp |
| Employer contribution / active EE | $2,407 | $2,165+11.2% | $3,496-31.1% | $2,552-5.7% |
| Participant deferral / active EE | $4,808 | $3,194+50.5% | $4,759+1.0% | $4,126+16.5% |
| Admin fee / account holder | $5,708 | $6,434-11.3% | $12,266-53.5% | $7,339-22.2% |