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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 | $45,265 | $55,932-19.1% | $76,735-41.0% | $67,986-33.4% |
| Participation rate | 52.9% | 50.8%+2.1pp | 69.5%-16.6pp | 57.2%-4.3pp |
| Annual return | 16.09% | 23.10%-7.0pp | 29.77%-13.7pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,444 | $1,487-2.9% | $2,454-41.2% | $2,019-28.5% |
| Participant deferral / active EE | $5,299 | $2,558+107.1% | $4,088+29.6% | $3,358+57.8% |
| Admin fee / account holder | $10,997 | $4,907+124.1% | $7,189+53.0% | $3,203+243.3% |