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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 | $34,319 | $57,140-39.9% | $85,240-59.7% | $80,959-57.6% |
| Participation rate | 64.7% | 56.4%+8.3pp | 67.5%-2.8pp | 67.7%-3.0pp |
| Annual return | 16.44% | 21.71%-5.3pp | 66.75%-50.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,441 | $1,802+35.5% | $2,735-10.8% | $2,757-11.5% |
| Participant deferral / active EE | $4,304 | $3,115+38.1% | $4,527-4.9% | $4,300+0.1% |
| Admin fee / account holder | $2,240 | $4,992-55.1% | $6,165-63.7% | $6,925-67.7% |