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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 | $43,891 | $55,932-21.5% | $76,735-42.8% | $67,986-35.4% |
| Participation rate | 52.2% | 50.8%+1.4pp | 69.5%-17.3pp | 57.2%-5.0pp |
| Annual return | 19.53% | 23.10%-3.6pp | 29.77%-10.2pp | 31.67%-12.1pp |
| Employer contribution / active EE | $1,447 | $1,487-2.7% | $2,454-41.0% | $2,019-28.3% |
| Participant deferral / active EE | $2,570 | $2,558+0.5% | $4,088-37.1% | $3,358-23.5% |
| Admin fee / account holder | $5,598 | $4,907+14.1% | $7,189-22.1% | $3,203+74.8% |