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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 | $39,690 | $67,894-41.5% | $89,340-55.6% | $82,448-51.9% |
| Participation rate | 58.8% | 64.0%-5.2pp | 69.6%-10.7pp | 68.1%-9.2pp |
| Annual return | 21.86% | 19.21%+2.6pp | 20.57%+1.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,593 | $1,828-12.9% | $2,231-28.6% | $2,551-37.6% |
| Participant deferral / active EE | $3,608 | $3,072+17.4% | $3,823-5.6% | $4,139-12.8% |
| Admin fee / account holder | $951 | $5,723-83.4% | $6,704-85.8% | $7,234-86.9% |