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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 | $60,095 | $54,541+10.2% | $78,778-23.7% | $70,126-14.3% |
| Participation rate | 63.5% | 60.8%+2.7pp | 69.2%-5.6pp | 69.5%-6.0pp |
| Annual return | 16.74% | 21.07%-4.3pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $901 | $1,089-17.2% | $1,986-54.6% | $2,343-61.5% |
| Participant deferral / active EE | $2,509 | $2,210+13.5% | $2,958-15.2% | $3,332-24.7% |
| Admin fee / account holder | $4,563 | $3,709+23.0% | $5,134-11.1% | $4,645-1.8% |