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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 | $42,951 | $36,948+16.2% | $73,658-41.7% | $87,485-50.9% |
| Participation rate | 51.9% | 46.8%+5.1pp | 57.0%-5.1pp | 68.9%-17.0pp |
| Annual return | 33.78% | 28.64%+5.1pp | 29.72%+4.1pp | 26.06%+7.7pp |
| Employer contribution / active EE | $1,045 | $670+55.9% | $1,032+1.2% | $2,596-59.8% |
| Participant deferral / active EE | $2,563 | $1,379+85.9% | $2,062+24.3% | $4,274-40.0% |
| Admin fee / account holder | $2,123 | $2,531-16.1% | $3,357-36.8% | $7,775-72.7% |