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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 | $53,444 | $73,787-27.6% | $98,716-45.9% | $82,448-35.2% |
| Participation rate | 68.0% | 61.4%+6.6pp | 69.3%-1.3pp | 68.1%-0.1pp |
| Annual return | 19.68% | 18.57%+1.1pp | 31.81%-12.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,892 | $1,511+25.2% | $2,279-17.0% | $2,551-25.8% |
| Participant deferral / active EE | $5,056 | $3,081+64.1% | $4,048+24.9% | $4,139+22.1% |
| Admin fee / account holder | $675 | $6,500-89.6% | $8,703-92.2% | $7,234-90.7% |