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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 | $35,770 | $54,541-34.4% | $78,778-54.6% | $70,126-49.0% |
| Participation rate | 62.5% | 60.8%+1.7pp | 69.2%-6.7pp | 69.5%-7.0pp |
| Annual return | 17.41% | 21.07%-3.7pp | 35.62%-18.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $541 | $1,089-50.3% | $1,986-72.8% | $2,343-76.9% |
| Participant deferral / active EE | $2,596 | $2,210+17.4% | $2,958-12.3% | $3,332-22.1% |
| Admin fee / account holder | $3,261 | $3,709-12.1% | $5,134-36.5% | $4,645-29.8% |