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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 | $61,987 | $57,828+7.2% | $117,039-47.0% | $70,126-11.6% |
| Participation rate | 60.3% | 67.1%-6.8pp | 77.2%-16.9pp | 69.5%-9.2pp |
| Annual return | 16.48% | 17.55%-1.1pp | 18.95%-2.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,539 | $1,816-15.2% | $3,785-59.3% | $2,343-34.3% |
| Participant deferral / active EE | $2,835 | $2,438+16.3% | $3,929-27.8% | $3,332-14.9% |
| Admin fee / account holder | $3,587 | $3,548+1.1% | $5,974-40.0% | $4,645-22.8% |