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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 | $56,121-23.7% | $92,985-53.9% | $64,340-33.4% |
| Participation rate | 63.6% | 44.9%+18.7pp | 69.5%-5.9pp | 55.2%+8.4pp |
| Annual return | 25.08% | 19.19%+5.9pp | 27.99%-2.9pp | 24.14%+0.9pp |
| Employer contribution / active EE | $2,693 | $1,351+99.3% | $2,662+1.2% | $1,862+44.7% |
| Participant deferral / active EE | $5,380 | $2,362+127.8% | $4,377+22.9% | $2,980+80.5% |
| Admin fee / account holder | $2,279 | $6,869-66.8% | $9,463-75.9% | $3,703-38.5% |