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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 | $54,100 | $86,050-37.1% | $189,758-71.5% | $94,015-42.5% |
| Participation rate | 69.7% | 68.9%+0.8pp | 79.8%-10.1pp | 70.8%-1.1pp |
| Annual return | 13.90% | 17.77%-3.9pp | 52.62%-38.7pp | 17.84%-3.9pp |
| Employer contribution / active EE | $2,082 | $2,819-26.2% | $4,767-56.3% | $2,790-25.4% |
| Participant deferral / active EE | $3,809 | $3,349+13.7% | $5,856-35.0% | $4,249-10.4% |
| Admin fee / account holder | $2,742 | $6,627-58.6% | $20,388-86.6% | $8,951-69.4% |