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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 | $48,233 | $57,590-16.2% | $86,233-44.1% | $82,448-41.5% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.0%-2.4pp | 68.1%-1.4pp |
| Annual return | 23.98% | 22.41%+1.6pp | 61.39%-37.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $4,547 | $1,655+174.7% | $2,504+81.6% | $2,551+78.2% |
| Participant deferral / active EE | $10,849 | $3,080+252.3% | $4,559+138.0% | $4,139+162.1% |
| Admin fee / account holder | $2,423 | $4,730-48.8% | $8,342-71.0% | $7,234-66.5% |