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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 | $44,255 | $65,582-32.5% | $64,097-31.0% | $71,529-38.1% |
| Participation rate | 66.7% | 73.2%-6.5pp | 72.3%-5.7pp | 67.9%-1.3pp |
| Annual return | 24.73% | 18.96%+5.8pp | 33.75%-9.0pp | 28.97%-4.2pp |
| Employer contribution / active EE | $2,171 | $2,671-18.7% | $2,750-21.0% | $2,590-16.2% |
| Participant deferral / active EE | $5,465 | $3,628+50.6% | $3,881+40.8% | $4,291+27.3% |
| Admin fee / account holder | $1,249 | $616+102.6% | $3,070-59.3% | $1,588-21.4% |