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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 | $43,139 | $55,932-22.9% | $76,735-43.8% | $67,986-36.5% |
| Participation rate | 57.5% | 50.8%+6.7pp | 69.5%-12.0pp | 57.2%+0.3pp |
| Annual return | 20.40% | 23.10%-2.7pp | 29.77%-9.4pp | 31.67%-11.3pp |
| Employer contribution / active EE | $2,500 | $1,487+68.2% | $2,454+1.9% | $2,019+23.9% |
| Participant deferral / active EE | $3,993 | $2,558+56.1% | $4,088-2.3% | $3,358+18.9% |
| Admin fee / account holder | $7,033 | $4,907+43.3% | $7,189-2.2% | $3,203+119.6% |