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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 | $45,582 | $58,493-22.1% | $84,023-45.8% | $72,976-37.5% |
| Participation rate | 68.6% | 61.2%+7.4pp | 69.0%-0.4pp | 69.5%-0.9pp |
| Annual return | 19.34% | 28.93%-9.6pp | 71.32%-52.0pp | 81.02%-61.7pp |
| Employer contribution / active EE | $1,204 | $1,163+3.5% | $1,984-39.3% | $2,440-50.7% |
| Participant deferral / active EE | $2,365 | $2,394-1.2% | $3,239-27.0% | $3,608-34.5% |
| Admin fee / account holder | $792 | $4,569-82.7% | $6,102-87.0% | $5,124-84.5% |