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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 | $40,434 | $58,493-30.9% | $84,021-51.9% | $72,975-44.6% |
| Participation rate | 61.7% | 61.2%+0.5pp | 69.0%-7.3pp | 69.5%-7.8pp |
| Annual return | 22.68% | 28.93%-6.3pp | 71.32%-48.6pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,458 | $1,163+25.3% | $1,984-26.5% | $2,440-40.3% |
| Participant deferral / active EE | $3,181 | $2,394+32.9% | $3,239-1.8% | $3,608-11.8% |
| Admin fee / account holder | $3,802 | $4,569-16.8% | $6,102-37.7% | $5,124-25.8% |