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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 | $48,146 | $77,569-37.9% | $115,599-58.4% | $64,097-24.9% |
| Participation rate | 62.8% | 60.7%+2.1pp | 74.3%-11.5pp | 55.2%+7.6pp |
| Annual return | 18.96% | 18.52%+0.4pp | 111.10%-92.1pp | 34.64%-15.7pp |
| Employer contribution / active EE | $1,751 | $1,915-8.6% | $2,955-40.8% | $1,891-7.4% |
| Participant deferral / active EE | $3,425 | $3,327+2.9% | $4,889-29.9% | $3,080+11.2% |
| Admin fee / account holder | $2,466 | $4,470-44.8% | $12,841-80.8% | $3,454-28.6% |