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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 | $55,762 | $75,807-26.4% | $116,096-52.0% | $86,983-35.9% |
| Participation rate | 69.2% | 66.9%+2.4pp | 73.3%-4.1pp | 69.5%-0.3pp |
| Annual return | 17.40% | 18.57%-1.2pp | 326.25%-308.8pp | 25.83%-8.4pp |
| Employer contribution / active EE | $2,261 | $1,892+19.5% | $2,503-9.7% | $2,584-12.5% |
| Participant deferral / active EE | $2,626 | $3,212-18.2% | $3,952-33.5% | $4,194-37.4% |
| Admin fee / account holder | $1,914 | $6,659-71.2% | $7,704-75.2% | $7,856-75.6% |