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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 | $69,743 | $56,121+24.3% | $92,985-25.0% | $64,340+8.4% |
| Participation rate | 45.6% | 44.9%+0.7pp | 69.5%-23.9pp | 55.2%-9.6pp |
| Annual return | 19.62% | 19.19%+0.4pp | 27.99%-8.4pp | 24.14%-4.5pp |
| Employer contribution / active EE | $1,706 | $1,351+26.2% | $2,662-35.9% | $1,862-8.4% |
| Participant deferral / active EE | $3,161 | $2,362+33.8% | $4,377-27.8% | $2,980+6.1% |
| Admin fee / account holder | $2,364 | $6,869-65.6% | $9,463-75.0% | $3,703-36.2% |