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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 | $37,966 | $58,493-35.1% | $84,023-54.8% | $72,976-48.0% |
| Participation rate | 63.8% | 61.2%+2.6pp | 69.0%-5.2pp | 69.5%-5.7pp |
| Annual return | 23.93% | 28.93%-5.0pp | 71.32%-47.4pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,295 | $1,163+11.3% | $1,984-34.7% | $2,440-46.9% |
| Participant deferral / active EE | $3,052 | $2,394+27.5% | $3,239-5.8% | $3,608-15.4% |
| Admin fee / account holder | $790 | $4,569-82.7% | $6,102-87.1% | $5,124-84.6% |