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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 | $53,876 | $49,255+9.4% | $70,494-23.6% | $79,856-32.5% |
| Participation rate | 63.9% | 69.2%-5.3pp | 75.1%-11.2pp | 69.6%-5.8pp |
| Annual return | 16.73% | 30.10%-13.4pp | 109.16%-92.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,939 | $2,100+40.0% | $2,738+7.3% | $2,471+18.9% |
| Participant deferral / active EE | $4,266 | $2,768+54.1% | $3,711+15.0% | $3,741+14.0% |
| Admin fee / account holder | $1,871 | $2,879-35.0% | $3,848-51.4% | $5,306-64.7% |