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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 | $62,849 | $81,504-22.9% | $102,437-38.6% | $80,959-22.4% |
| Participation rate | 69.7% | 66.9%+2.8pp | 74.5%-4.8pp | 67.7%+2.0pp |
| Annual return | 15.28% | 25.60%-10.3pp | 24.95%-9.7pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,738 | $3,104-44.0% | $3,871-55.1% | $2,757-37.0% |
| Participant deferral / active EE | $2,415 | $3,871-37.6% | $5,060-52.3% | $4,300-43.8% |
| Admin fee / account holder | $5,104 | $6,719-24.0% | $8,388-39.2% | $6,925-26.3% |