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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 | $44,732 | $59,804-25.2% | $81,982-45.4% | $79,856-44.0% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.3%0pp | 69.6%-0.4pp |
| Annual return | 17.62% | 17.56%+0.1pp | 41.31%-23.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,775 | $1,713+3.6% | $2,498-29.0% | $2,471-28.2% |
| Participant deferral / active EE | $3,947 | $2,695+46.4% | $3,722+6.0% | $3,741+5.5% |
| Admin fee / account holder | $505 | $4,288-88.2% | $5,665-91.1% | $5,306-90.5% |