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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 | $77,574-35.3% | $108,753-53.9% | $86,983-42.3% |
| Participation rate | 62.9% | 62.3%+0.6pp | 71.1%-8.2pp | 69.5%-6.6pp |
| Annual return | 28.11% | 18.42%+9.7pp | 37.47%-9.4pp | 25.83%+2.3pp |
| Employer contribution / active EE | $1,430 | $1,611-11.2% | $2,427-41.1% | $2,584-44.7% |
| Participant deferral / active EE | $2,861 | $3,128-8.6% | $4,115-30.5% | $4,194-31.8% |
| Admin fee / account holder | $528 | $6,529-91.9% | $10,320-94.9% | $7,856-93.3% |