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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 | $33,546 | $57,828-42.0% | $117,039-71.3% | $70,126-52.2% |
| Participation rate | 66.3% | 67.1%-0.8pp | 77.2%-10.9pp | 69.5%-3.3pp |
| Annual return | 18.11% | 17.55%+0.6pp | 18.95%-0.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,978 | $1,816+8.9% | $3,785-47.7% | $2,343-15.5% |
| Participant deferral / active EE | $2,452 | $2,438+0.6% | $3,929-37.6% | $3,332-26.4% |
| Admin fee / account holder | $1,563 | $3,548-56.0% | $5,974-73.8% | $4,645-66.4% |