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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 | $60,974 | $48,118+26.7% | $136,833-55.4% | $94,015-35.1% |
| Participation rate | 52.0% | 47.4%+4.6pp | 59.0%-7.0pp | 70.8%-18.8pp |
| Annual return | 13.04% | 14.65%-1.6pp | 35.32%-22.3pp | 17.84%-4.8pp |
| Employer contribution / active EE | $1,928 | $821+134.9% | $1,319+46.2% | $2,790-30.9% |
| Participant deferral / active EE | $3,931 | $1,651+138.1% | $2,441+61.1% | $4,249-7.5% |
| Admin fee / account holder | $4,255 | $3,059+39.1% | $4,706-9.6% | $8,951-52.5% |