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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 | $51,765 | $63,809-18.9% | $81,353-36.4% | $80,935-36.0% |
| Participation rate | 68.4% | 63.9%+4.5pp | 69.5%-1.2pp | 67.7%+0.7pp |
| Annual return | 10.32% | 16.37%-6.1pp | 24.82%-14.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,381 | $1,981-30.3% | $2,464-44.0% | $2,757-49.9% |
| Participant deferral / active EE | $2,920 | $3,093-5.6% | $3,885-24.8% | $4,299-32.1% |
| Admin fee / account holder | $2,657 | $5,686-53.3% | $5,766-53.9% | $6,924-61.6% |