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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 | $45,734 | $59,440-23.1% | $78,004-41.4% | $82,637-44.7% |
| Participation rate | 67.2% | 62.8%+4.4pp | 69.4%-2.3pp | 68.1%-0.9pp |
| Annual return | 18.40% | 40.24%-21.8pp | 31.07%-12.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,426 | $1,750+38.6% | $2,469-1.7% | $2,552-5.0% |
| Participant deferral / active EE | $6,783 | $3,138+116.1% | $4,092+65.8% | $4,126+64.4% |
| Admin fee / account holder | $1,923 | $5,504-65.1% | $7,578-74.6% | $7,339-73.8% |