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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 | $52,471 | $58,493-10.3% | $84,021-37.6% | $72,975-28.1% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 21.41% | 28.93%-7.5pp | 71.32%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $736 | $1,163-36.7% | $1,984-62.9% | $2,440-69.8% |
| Participant deferral / active EE | $3,025 | $2,394+26.4% | $3,239-6.6% | $3,608-16.1% |
| Admin fee / account holder | $1,462 | $4,569-68.0% | $6,102-76.0% | $5,124-71.5% |