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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 | $49,328 | $74,535-33.8% | $100,712-51.0% | $82,637-40.3% |
| Participation rate | 59.6% | 61.2%-1.6pp | 69.3%-9.7pp | 68.1%-8.5pp |
| Annual return | 24.35% | 18.92%+5.4pp | 33.27%-8.9pp | 53.51%-29.2pp |
| Employer contribution / active EE | $2,231 | $1,503+48.5% | $2,313-3.5% | $2,552-12.6% |
| Participant deferral / active EE | $4,070 | $3,074+32.4% | $4,085-0.4% | $4,126-1.4% |
| Admin fee / account holder | $2,356 | $6,576-64.2% | $9,256-74.5% | $7,339-67.9% |