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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 | $47,420 | $77,962-39.2% | $178,540-73.4% | $80,935-41.4% |
| Participation rate | 69.2% | 65.7%+3.6pp | 77.1%-7.9pp | 67.7%+1.6pp |
| Annual return | 22.72% | 18.10%+4.6pp | 27.15%-4.4pp | 35.66%-12.9pp |
| Employer contribution / active EE | $3,037 | $2,280+33.2% | $3,953-23.2% | $2,757+10.2% |
| Participant deferral / active EE | $9,568 | $4,404+117.2% | $6,281+52.3% | $4,299+122.5% |
| Admin fee / account holder | $3,297 | $7,156-53.9% | $10,424-68.4% | $6,924-52.4% |