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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 | $43,716 | $48,300-9.5% | $40,145,923-99.9% | $62,881-30.5% |
| Participation rate | 66.1% | 62.0%+4.0pp | 68.4%-2.3pp | 69.3%-3.2pp |
| Annual return | 9.41% | 6.95%+2.5pp | 5.24%+4.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,007 | $1,333-24.4% | $1,844-45.4% | $2,281-55.8% |
| Participant deferral / active EE | $2,098 | $2,388-12.1% | $2,591-19.0% | $3,203-34.5% |
| Admin fee / account holder | $494 | $2,919-83.1% | $2,903-83.0% | $4,296-88.5% |