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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 | $58,421 | $45,312+28.9% | $86,233-32.3% | $67,986-14.1% |
| Participation rate | 46.2% | 42.4%+3.7pp | 69.0%-22.9pp | 57.2%-11.1pp |
| Annual return | 22.99% | 24.79%-1.8pp | 61.39%-38.4pp | 31.67%-8.7pp |
| Employer contribution / active EE | $1,415 | $1,160+22.0% | $2,504-43.5% | $2,019-29.9% |
| Participant deferral / active EE | $3,555 | $2,185+62.7% | $4,559-22.0% | $3,358+5.9% |
| Admin fee / account holder | $4,945 | $3,295+50.1% | $8,342-40.7% | $3,203+54.4% |