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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 | $56,121-19.3% | $92,985-51.3% | $64,340-29.6% |
| Participation rate | 52.9% | 44.9%+8.0pp | 69.5%-16.5pp | 55.2%-2.3pp |
| Annual return | 16.09% | 19.19%-3.1pp | 27.99%-11.9pp | 24.14%-8.1pp |
| Employer contribution / active EE | $1,444 | $1,351+6.9% | $2,662-45.8% | $1,862-22.4% |
| Participant deferral / active EE | $5,299 | $2,362+124.3% | $4,377+21.1% | $2,980+77.8% |
| Admin fee / account holder | $10,997 | $6,869+60.1% | $9,463+16.2% | $3,703+197.0% |