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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 | $46,768 | $48,118-2.8% | $136,833-65.8% | $94,015-50.3% |
| Participation rate | 53.1% | 47.4%+5.7pp | 59.0%-6.0pp | 70.8%-17.8pp |
| Annual return | 15.95% | 14.65%+1.3pp | 35.32%-19.4pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,398 | $821+70.4% | $1,319+6.0% | $2,790-49.9% |
| Participant deferral / active EE | $2,428 | $1,651+47.0% | $2,441-0.5% | $4,249-42.9% |
| Admin fee / account holder | $3,374 | $3,059+10.3% | $4,706-28.3% | $8,951-62.3% |