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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 | $46,719 | $57,119-18.2% | $85,187-45.2% | $80,935-42.3% |
| Participation rate | 59.6% | 56.4%+3.2pp | 67.5%-7.9pp | 67.7%-8.0pp |
| Annual return | 14.03% | 21.70%-7.7pp | 66.67%-52.6pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,284 | $1,802+26.8% | $2,732-16.4% | $2,757-17.1% |
| Participant deferral / active EE | $4,324 | $3,115+38.8% | $4,525-4.5% | $4,299+0.6% |
| Admin fee / account holder | $643 | $4,990-87.1% | $6,162-89.6% | $6,924-90.7% |