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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 | $52,734 | $59,804-11.8% | $81,982-35.7% | $79,856-34.0% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.3%-2.6pp | 69.6%-3.0pp |
| Annual return | 13.56% | 17.56%-4.0pp | 41.31%-27.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,065 | $1,713+20.5% | $2,498-17.3% | $2,471-16.4% |
| Participant deferral / active EE | $2,472 | $2,695-8.3% | $3,722-33.6% | $3,741-33.9% |
| Admin fee / account holder | $4,602 | $4,288+7.3% | $5,665-18.8% | $5,306-13.3% |