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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 | $77,574-46.2% | $108,753-61.6% | $86,983-52.0% |
| Participation rate | 67.9% | 62.3%+5.6pp | 71.1%-3.2pp | 69.5%-1.7pp |
| Annual return | 16.55% | 18.42%-1.9pp | 37.47%-20.9pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,040 | $1,611+26.6% | $2,427-15.9% | $2,584-21.1% |
| Participant deferral / active EE | $5,033 | $3,128+60.9% | $4,115+22.3% | $4,194+20.0% |
| Admin fee / account holder | $1,107 | $6,529-83.0% | $10,320-89.3% | $7,856-85.9% |