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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 | $48,428 | $67,606-28.4% | $82,313-41.2% | $70,131-30.9% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.2pp |
| Annual return | 23.34% | 21.57%+1.8pp | 25.88%-2.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,732 | $1,755+55.7% | $2,428+12.5% | $2,342+16.6% |
| Participant deferral / active EE | $4,116 | $2,987+37.8% | $3,706+11.0% | $3,332+23.5% |
| Admin fee / account holder | $2,383 | $4,512-47.2% | $5,608-57.5% | $4,645-48.7% |