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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 | $60,628 | $56,121+8.0% | $92,985-34.8% | $64,340-5.8% |
| Participation rate | 45.8% | 44.9%+0.9pp | 69.5%-23.7pp | 55.2%-9.4pp |
| Annual return | 14.86% | 19.19%-4.3pp | 27.99%-13.1pp | 24.14%-9.3pp |
| Employer contribution / active EE | $1,935 | $1,351+43.2% | $2,662-27.3% | $1,862+3.9% |
| Participant deferral / active EE | $3,466 | $2,362+46.7% | $4,377-20.8% | $2,980+16.3% |
| Admin fee / account holder | $6,548 | $6,869-4.7% | $9,463-30.8% | $3,703+76.9% |