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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 | $40,175 | $64,010-37.2% | $108,359-62.9% | $64,340-37.6% |
| Participation rate | 52.3% | 49.4%+2.9pp | 70.1%-17.8pp | 55.2%-3.0pp |
| Annual return | 17.61% | 19.74%-2.1pp | 36.89%-19.3pp | 24.14%-6.5pp |
| Employer contribution / active EE | $1,930 | $1,029+87.6% | $2,399-19.6% | $1,862+3.6% |
| Participant deferral / active EE | $3,519 | $2,395+46.9% | $4,137-14.9% | $2,980+18.1% |
| Admin fee / account holder | $3,343 | $4,885-31.6% | $9,741-65.7% | $3,703-9.7% |