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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 | $60,449 | $81,504-25.8% | $102,437-41.0% | $80,959-25.3% |
| Participation rate | 69.2% | 66.9%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 14.84% | 25.60%-10.8pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,357 | $3,104-56.3% | $3,871-65.0% | $2,757-50.8% |
| Participant deferral / active EE | $2,546 | $3,871-34.2% | $5,060-49.7% | $4,300-40.8% |
| Admin fee / account holder | $304 | $6,719-95.5% | $8,388-96.4% | $6,925-95.6% |