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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 | $30,205 | $47,848-36.9% | $81,473-62.9% | $70,126-56.9% |
| Participation rate | 62.5% | 58.3%+4.2pp | 68.0%-5.5pp | 69.5%-7.0pp |
| Annual return | 27.44% | 27.25%+0.2pp | 38.78%-11.3pp | 73.15%-45.7pp |
| Employer contribution / active EE | $3,094 | $1,527+102.6% | $2,568+20.5% | $2,343+32.1% |
| Participant deferral / active EE | $7,046 | $2,453+187.2% | $3,537+99.2% | $3,332+111.5% |
| Admin fee / account holder | $740 | $3,145-76.5% | $4,561-83.8% | $4,645-84.1% |