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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 | $34,878 | $51,222-31.9% | $70,544-50.6% | $75,173-53.6% |
| Participation rate | 69.7% | 61.0%+8.7pp | 68.4%+1.3pp | 67.2%+2.5pp |
| Annual return | 16.89% | 30.06%-13.2pp | 32.79%-15.9pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,760 | $1,827-3.7% | $2,976-40.9% | $2,671-34.1% |
| Participant deferral / active EE | $3,736 | $2,850+31.1% | $4,568-18.2% | $4,126-9.5% |
| Admin fee / account holder | $4,824 | $4,096+17.8% | $6,427-24.9% | $5,651-14.6% |