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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 | $42,834 | $55,932-23.4% | $76,735-44.2% | $67,986-37.0% |
| Participation rate | 63.6% | 50.8%+12.8pp | 69.5%-5.9pp | 57.2%+6.4pp |
| Annual return | 25.08% | 23.10%+2.0pp | 29.77%-4.7pp | 31.67%-6.6pp |
| Employer contribution / active EE | $2,693 | $1,487+81.2% | $2,454+9.7% | $2,019+33.4% |
| Participant deferral / active EE | $5,380 | $2,558+110.3% | $4,088+31.6% | $3,358+60.2% |
| Admin fee / account holder | $2,279 | $4,907-53.6% | $7,189-68.3% | $3,203-28.9% |