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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 | $46,288 | $81,487-43.2% | $102,412-54.8% | $80,935-42.8% |
| Participation rate | 67.1% | 66.8%+0.3pp | 74.5%-7.4pp | 67.7%-0.5pp |
| Annual return | 36.75% | 25.60%+11.2pp | 24.94%+11.8pp | 35.66%+1.1pp |
| Employer contribution / active EE | $2,532 | $3,103-18.4% | $3,870-34.6% | $2,757-8.1% |
| Participant deferral / active EE | $5,510 | $3,871+42.4% | $5,060+8.9% | $4,299+28.2% |
| Admin fee / account holder | $3,218 | $6,717-52.1% | $8,388-61.6% | $6,924-53.5% |