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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 | $49,798 | $67,602-26.3% | $82,312-39.5% | $70,126-29.0% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.1pp |
| Annual return | 32.60% | 21.57%+11.0pp | 25.88%+6.7pp | 73.15%-40.5pp |
| Employer contribution / active EE | $911 | $1,755-48.1% | $2,428-62.5% | $2,343-61.1% |
| Participant deferral / active EE | $3,373 | $2,987+12.9% | $3,706-9.0% | $3,332+1.2% |
| Admin fee / account holder | $9,457 | $4,512+109.6% | $5,608+68.6% | $4,645+103.6% |