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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 | $49,428 | $55,713-11.3% | $75,901-34.9% | $72,975-32.3% |
| Participation rate | 69.2% | 61.1%+8.1pp | 69.3%-0.1pp | 69.5%-0.3pp |
| Annual return | 21.00% | 27.60%-6.6pp | 30.76%-9.8pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,414 | $1,687-16.2% | $2,501-43.5% | $2,440-42.1% |
| Participant deferral / active EE | $2,966 | $2,634+12.6% | $3,603-17.7% | $3,608-17.8% |
| Admin fee / account holder | $3,348 | $3,980-15.9% | $5,420-38.2% | $5,124-34.7% |