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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 | $55,002 | $59,804-8.0% | $81,982-32.9% | $79,856-31.1% |
| Participation rate | 68.9% | 61.6%+7.2pp | 69.3%-0.4pp | 69.6%-0.8pp |
| Annual return | 15.13% | 17.56%-2.4pp | 41.31%-26.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,187 | $1,713-30.8% | $2,498-52.5% | $2,471-52.0% |
| Participant deferral / active EE | $4,292 | $2,695+59.3% | $3,722+15.3% | $3,741+14.8% |
| Admin fee / account holder | $11,642 | $4,288+171.5% | $5,665+105.5% | $5,306+119.4% |