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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 | $42,121 | $35,183+19.7% | $73,550-42.7% | $70,126-39.9% |
| Participation rate | 69.6% | 42.9%+26.7pp | 54.9%+14.7pp | 69.5%+0.1pp |
| Annual return | 16.18% | 26.90%-10.7pp | -15.16%+31.3pp | 73.15%-57.0pp |
| Employer contribution / active EE | $973 | $709+37.3% | $1,219-20.2% | $2,343-58.4% |
| Participant deferral / active EE | $2,903 | $1,220+138.0% | $1,804+60.9% | $3,332-12.9% |
| Admin fee / account holder | $2,242 | $2,302-2.6% | $2,320-3.4% | $4,645-51.7% |