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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 | $45,696 | $72,269-36.8% | $101,271-54.9% | $79,852-42.8% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 30.44% | 22.29%+8.2pp | 46.48%-16.0pp | 31.72%-1.3pp |
| Employer contribution / active EE | $3,609 | $2,692+34.1% | $3,660-1.4% | $2,471+46.1% |
| Participant deferral / active EE | $7,561 | $3,282+130.4% | $4,371+73.0% | $3,740+102.1% |
| Admin fee / account holder | $881 | $4,401-80.0% | $5,948-85.2% | $5,306-83.4% |