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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 | $45,985 | $72,607-36.7% | $90,259-49.1% | $87,485-47.4% |
| Participation rate | 65.9% | 64.8%+1.1pp | 70.7%-4.8pp | 68.9%-3.0pp |
| Annual return | 24.47% | 18.59%+5.9pp | 18.88%+5.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $4,666 | $1,919+143.1% | $2,291+103.6% | $2,596+79.7% |
| Participant deferral / active EE | $7,597 | $3,055+148.7% | $3,827+98.5% | $4,274+77.8% |
| Admin fee / account holder | $2,038 | $5,947-65.7% | $7,267-72.0% | $7,775-73.8% |