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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 | $40,581 | $58,848-31.0% | $88,179-54.0% | $82,637-50.9% |
| Participation rate | 63.6% | 57.9%+5.7pp | 69.1%-5.5pp | 68.1%-4.4pp |
| Annual return | 17.97% | 22.76%-4.8pp | 64.97%-47.0pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,878 | $1,678+11.9% | $2,549-26.4% | $2,552-26.4% |
| Participant deferral / active EE | $3,874 | $3,124+24.0% | $4,614-16.0% | $4,126-6.1% |
| Admin fee / account holder | $3,355 | $4,795-30.0% | $7,673-56.3% | $7,339-54.3% |