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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 | $50,452 | $77,574-35.0% | $108,753-53.6% | $86,983-42.0% |
| Participation rate | 64.0% | 62.3%+1.7pp | 71.1%-7.1pp | 69.5%-5.5pp |
| Annual return | 17.95% | 18.42%-0.5pp | 37.47%-19.5pp | 25.83%-7.9pp |
| Employer contribution / active EE | $1,589 | $1,611-1.4% | $2,427-34.5% | $2,584-38.5% |
| Participant deferral / active EE | $2,994 | $3,128-4.3% | $4,115-27.2% | $4,194-28.6% |
| Admin fee / account holder | $5,773 | $6,529-11.6% | $10,320-44.1% | $7,856-26.5% |