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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 | $74,535-28.3% | $100,712-46.9% | $82,637-35.3% |
| Participation rate | 68.0% | 61.2%+6.8pp | 69.3%-1.3pp | 68.1%-0.1pp |
| Annual return | 19.68% | 18.92%+0.8pp | 33.27%-13.6pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,892 | $1,503+25.9% | $2,313-18.2% | $2,552-25.9% |
| Participant deferral / active EE | $5,056 | $3,074+64.5% | $4,085+23.8% | $4,126+22.5% |
| Admin fee / account holder | $675 | $6,576-89.7% | $9,256-92.7% | $7,339-90.8% |