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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 | $50,095 | $76,834-34.8% | $108,359-53.8% | $87,485-42.7% |
| Participation rate | 67.2% | 61.7%+5.5pp | 70.1%-2.9pp | 68.9%-1.7pp |
| Annual return | 17.21% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,893 | $1,556+21.7% | $2,399-21.1% | $2,596-27.1% |
| Participant deferral / active EE | $2,990 | $3,100-3.5% | $4,137-27.7% | $4,274-30.0% |
| Admin fee / account holder | $10,036 | $6,537+53.5% | $9,741+3.0% | $7,775+29.1% |