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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 | $57,696 | $77,574-25.6% | $108,753-46.9% | $86,983-33.7% |
| Participation rate | 67.5% | 62.3%+5.2pp | 71.1%-3.6pp | 69.5%-2.0pp |
| Annual return | 18.32% | 18.42%-0.1pp | 37.47%-19.2pp | 25.83%-7.5pp |
| Employer contribution / active EE | $999 | $1,611-38.0% | $2,427-58.8% | $2,584-61.3% |
| Participant deferral / active EE | $1,698 | $3,128-45.7% | $4,115-58.7% | $4,194-59.5% |
| Admin fee / account holder | $4,205 | $6,529-35.6% | $10,320-59.3% | $7,856-46.5% |