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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 | $55,974 | $58,523-4.4% | $99,470-43.7% | $72,983-23.3% |
| Participation rate | 69.0% | 64.6%+4.4pp | 73.8%-4.8pp | 69.5%-0.5pp |
| Annual return | 32.58% | 28.51%+4.1pp | 30.72%+1.9pp | 81.01%-48.4pp |
| Employer contribution / active EE | $1,197 | $1,512-20.8% | $2,540-52.9% | $2,440-50.9% |
| Participant deferral / active EE | $2,882 | $2,606+10.6% | $3,619-20.4% | $3,608-20.1% |
| Admin fee / account holder | $6,050 | $4,102+47.5% | $6,252-3.2% | $5,124+18.1% |