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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 | $50,713 | $57,119-11.2% | $85,187-40.5% | $80,935-37.3% |
| Participation rate | 66.7% | 56.4%+10.3pp | 67.5%-0.9pp | 67.7%-1.0pp |
| Annual return | 11.86% | 21.70%-9.8pp | 66.67%-54.8pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,108 | $1,802+17.0% | $2,732-22.8% | $2,757-23.5% |
| Participant deferral / active EE | $3,132 | $3,115+0.6% | $4,525-30.8% | $4,299-27.2% |
| Admin fee / account holder | $3,468 | $4,990-30.5% | $6,162-43.7% | $6,924-49.9% |