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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 | $42,407 | $75,541-43.9% | $152,093-72.1% | $82,637-48.7% |
| Participation rate | 67.8% | 66.5%+1.3pp | 77.8%-10.0pp | 68.1%-0.3pp |
| Annual return | 18.11% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,526 | $2,622-41.8% | $4,175-63.4% | $2,552-40.2% |
| Participant deferral / active EE | $5,369 | $3,206+67.5% | $5,451-1.5% | $4,126+30.1% |
| Admin fee / account holder | $6,158 | $6,405-3.9% | $14,497-57.5% | $7,339-16.1% |