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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 | $57,073-24.7% | $85,126-49.5% | $80,925-46.9% |
| Participation rate | 61.9% | 56.4%+5.5pp | 67.5%-5.6pp | 67.7%-5.8pp |
| Annual return | 16.76% | 21.69%-4.9pp | 66.63%-49.9pp | 35.65%-18.9pp |
| Employer contribution / active EE | $4,003 | $1,801+122.3% | $2,731+46.6% | $2,756+45.2% |
| Participant deferral / active EE | $5,084 | $3,113+63.3% | $4,523+12.4% | $4,299+18.3% |
| Admin fee / account holder | $866 | $4,988-82.6% | $6,160-85.9% | $6,940-87.5% |