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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 | $51,442 | $49,025+4.9% | $87,502-41.2% | $62,881-18.2% |
| Participation rate | 54.7% | 64.9%-10.2pp | 73.8%-19.1pp | 69.3%-14.6pp |
| Annual return | 11.59% | 10.02%+1.6pp | 12.21%-0.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,530 | $1,372+11.5% | $2,550-40.0% | $2,281-32.9% |
| Participant deferral / active EE | $3,231 | $2,289+41.1% | $3,149+2.6% | $3,203+0.9% |
| Admin fee / account holder | $612 | $4,065-84.9% | $4,221-85.5% | $4,296-85.7% |