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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 | $57,461 | $63,365-9.3% | $91,994-37.5% | $72,975-21.3% |
| Participation rate | 67.3% | 72.5%-5.2pp | 78.6%-11.3pp | 69.5%-2.1pp |
| Annual return | 24.23% | 35.35%-11.1pp | 69.04%-44.8pp | 81.01%-56.8pp |
| Employer contribution / active EE | $1,541 | $2,116-27.2% | $3,453-55.4% | $2,440-36.9% |
| Participant deferral / active EE | $4,628 | $4,883-5.2% | $5,924-21.9% | $3,608+28.3% |
| Admin fee / account holder | $5,901 | $4,670+26.4% | $7,744-23.8% | $5,124+15.2% |