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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 | $58,432 | $53,774+8.7% | $134,162-56.4% | $79,856-26.8% |
| Participation rate | 63.2% | 58.8%+4.4pp | 72.2%-9.0pp | 69.6%-6.5pp |
| Annual return | 17.61% | 19.01%-1.4pp | 36.35%-18.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $917 | $1,322-30.6% | $3,705-75.2% | $2,471-62.9% |
| Participant deferral / active EE | $1,750 | $2,420-27.7% | $3,500-50.0% | $3,741-53.2% |
| Admin fee / account holder | $3,306 | $3,985-17.0% | $6,685-50.5% | $5,306-37.7% |