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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 | $58,083 | $78,015-25.5% | $178,505-67.5% | $80,959-28.3% |
| Participation rate | 69.1% | 65.7%+3.5pp | 77.1%-8.0pp | 67.7%+1.5pp |
| Annual return | 29.11% | 18.10%+11.0pp | 27.16%+2.0pp | 35.67%-6.6pp |
| Employer contribution / active EE | $991 | $2,281-56.6% | $3,955-75.0% | $2,757-64.1% |
| Participant deferral / active EE | $3,237 | $4,406-26.5% | $6,280-48.5% | $4,300-24.7% |
| Admin fee / account holder | $1,977 | $7,160-72.4% | $10,428-81.0% | $6,925-71.4% |