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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 | $42,961 | $57,140-24.8% | $85,240-49.6% | $80,959-46.9% |
| Participation rate | 61.9% | 56.4%+5.5pp | 67.5%-5.6pp | 67.7%-5.8pp |
| Annual return | 16.76% | 21.71%-5.0pp | 66.75%-50.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $4,003 | $1,802+122.2% | $2,735+46.4% | $2,757+45.2% |
| Participant deferral / active EE | $5,084 | $3,115+63.2% | $4,527+12.3% | $4,300+18.2% |
| Admin fee / account holder | $866 | $4,992-82.7% | $6,165-86.0% | $6,925-87.5% |