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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 | $55,428 | $58,627-5.5% | $76,735-27.8% | $82,448-32.8% |
| Participation rate | 63.8% | 63.2%+0.6pp | 69.5%-5.7pp | 68.1%-4.2pp |
| Annual return | 16.96% | 39.10%-22.1pp | 29.77%-12.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,005 | $1,729+16.0% | $2,454-18.3% | $2,551-21.4% |
| Participant deferral / active EE | $4,712 | $3,134+50.4% | $4,088+15.3% | $4,139+13.8% |
| Admin fee / account holder | $4,342 | $5,323-18.4% | $7,189-39.6% | $7,234-40.0% |