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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 | $49,032 | $48,337+1.4% | $67,560-27.4% | $80,959-39.4% |
| Participation rate | 66.7% | 66.4%+0.2pp | 72.9%-6.3pp | 67.7%-1.0pp |
| Annual return | 14.01% | 18.26%-4.3pp | 3533.50%-3519.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $869 | $2,023-57.0% | $2,737-68.2% | $2,757-68.5% |
| Participant deferral / active EE | $3,131 | $2,928+6.9% | $4,004-21.8% | $4,300-27.2% |
| Admin fee / account holder | $4,314 | $3,695+16.7% | $3,994+8.0% | $6,925-37.7% |