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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 | $54,037 | $75,541-28.5% | $152,093-64.5% | $82,637-34.6% |
| Participation rate | 67.3% | 66.5%+0.8pp | 77.8%-10.5pp | 68.1%-0.7pp |
| Annual return | 20.38% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $3,309 | $2,622+26.2% | $4,175-20.7% | $2,552+29.7% |
| Participant deferral / active EE | $6,331 | $3,206+97.5% | $5,451+16.1% | $4,126+53.4% |
| Admin fee / account holder | $2,674 | $6,405-58.2% | $14,497-81.6% | $7,339-63.6% |