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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 | $50,154 | $74,535-32.7% | $100,712-50.2% | $82,637-39.3% |
| Participation rate | 62.9% | 61.2%+1.7pp | 69.3%-6.4pp | 68.1%-5.2pp |
| Annual return | 28.11% | 18.92%+9.2pp | 33.27%-5.2pp | 53.51%-25.4pp |
| Employer contribution / active EE | $1,430 | $1,503-4.8% | $2,313-38.2% | $2,552-44.0% |
| Participant deferral / active EE | $2,861 | $3,074-6.9% | $4,085-30.0% | $4,126-30.7% |
| Admin fee / account holder | $528 | $6,576-92.0% | $9,256-94.3% | $7,339-92.8% |