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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 | $58,627-22.0% | $76,735-40.4% | $82,448-44.5% |
| Participation rate | 67.2% | 63.2%+4.0pp | 69.5%-2.3pp | 68.1%-0.9pp |
| Annual return | 18.40% | 39.10%-20.7pp | 29.77%-11.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,426 | $1,729+40.3% | $2,454-1.2% | $2,551-4.9% |
| Participant deferral / active EE | $6,783 | $3,134+116.5% | $4,088+65.9% | $4,139+63.9% |
| Admin fee / account holder | $1,923 | $5,323-63.9% | $7,189-73.3% | $7,234-73.4% |