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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 | $56,121-21.8% | $92,985-52.8% | $64,340-31.8% |
| Participation rate | 52.2% | 44.9%+7.3pp | 69.5%-17.3pp | 55.2%-3.0pp |
| Annual return | 19.53% | 19.19%+0.3pp | 27.99%-8.5pp | 24.14%-4.6pp |
| Employer contribution / active EE | $1,447 | $1,351+7.1% | $2,662-45.7% | $1,862-22.3% |
| Participant deferral / active EE | $2,570 | $2,362+8.8% | $4,377-41.3% | $2,980-13.8% |
| Admin fee / account holder | $5,598 | $6,869-18.5% | $9,463-40.8% | $3,703+51.2% |