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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 | $48,533 | $73,787-34.2% | $98,716-50.8% | $82,448-41.1% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.3%-7.2pp | 68.1%-5.9pp |
| Annual return | 19.31% | 18.57%+0.7pp | 31.81%-12.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,119 | $1,511+106.4% | $2,279+36.9% | $2,551+22.3% |
| Participant deferral / active EE | $5,559 | $3,081+80.4% | $4,048+37.3% | $4,139+34.3% |
| Admin fee / account holder | $5,001 | $6,500-23.1% | $8,703-42.5% | $7,234-30.9% |