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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 | $56,641 | $97,550-41.9% | $120,344-52.9% | $87,485-35.3% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.7%-7.2pp | 68.9%+0.6pp |
| Annual return | 16.47% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,657 | $2,291-27.7% | $3,020-45.1% | $2,596-36.2% |
| Participant deferral / active EE | $3,796 | $4,230-10.2% | $5,135-26.1% | $4,274-11.2% |
| Admin fee / account holder | $12,681 | $9,543+32.9% | $12,742-0.5% | $7,775+63.1% |