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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 | $57,625 | $67,894-15.1% | $89,340-35.5% | $82,448-30.1% |
| Participation rate | 66.7% | 64.0%+2.6pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 20.02% | 19.21%+0.8pp | 20.57%-0.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,283 | $1,828-29.8% | $2,231-42.5% | $2,551-49.7% |
| Participant deferral / active EE | $2,995 | $3,072-2.5% | $3,823-21.7% | $4,139-27.6% |
| Admin fee / account holder | $2,592 | $5,723-54.7% | $6,704-61.3% | $7,234-64.2% |