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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 | $41,723 | $74,535-44.0% | $100,712-58.6% | $82,637-49.5% |
| Participation rate | 67.9% | 61.2%+6.7pp | 69.3%-1.4pp | 68.1%-0.2pp |
| Annual return | 16.55% | 18.92%-2.4pp | 33.27%-16.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,040 | $1,503+35.8% | $2,313-11.8% | $2,552-20.1% |
| Participant deferral / active EE | $5,033 | $3,074+63.7% | $4,085+23.2% | $4,126+22.0% |
| Admin fee / account holder | $1,107 | $6,576-83.2% | $9,256-88.0% | $7,339-84.9% |