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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 | $44,045 | $46,688-5.7% | $189,758-76.8% | $69,733-36.8% |
| Participation rate | 63.1% | 61.7%+1.4pp | 79.8%-16.7pp | 62.5%+0.7pp |
| Annual return | 16.27% | 14.35%+1.9pp | 52.62%-36.3pp | 15.22%+1.0pp |
| Employer contribution / active EE | $1,800 | $1,695+6.2% | $4,767-62.2% | $2,250-20.0% |
| Participant deferral / active EE | $2,834 | $2,143+32.2% | $5,856-51.6% | $3,054-7.2% |
| Admin fee / account holder | $4,233 | $1,700+148.9% | $20,388-79.2% | $3,102+36.4% |