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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 | $37,990 | $51,222-25.8% | $70,544-46.1% | $75,173-49.5% |
| Participation rate | 69.4% | 61.0%+8.5pp | 68.4%+1.1pp | 67.2%+2.2pp |
| Annual return | 14.50% | 30.06%-15.6pp | 32.79%-18.3pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,760 | $1,827-3.7% | $2,976-40.9% | $2,671-34.1% |
| Participant deferral / active EE | $3,747 | $2,850+31.5% | $4,568-18.0% | $4,126-9.2% |
| Admin fee / account holder | $2,623 | $4,096-36.0% | $6,427-59.2% | $5,651-53.6% |