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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 | $61,937 | $56,894+8.9% | $84,753-26.9% | $62,881-1.5% |
| Participation rate | 61.8% | 68.5%-6.7pp | 76.6%-14.8pp | 69.3%-7.5pp |
| Annual return | 13.81% | 6.30%+7.5pp | 22.78%-9.0pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,826 | $2,400-23.9% | $3,574-48.9% | $2,281-19.9% |
| Participant deferral / active EE | $3,580 | $2,709+32.2% | $3,712-3.5% | $3,203+11.8% |
| Admin fee / account holder | $2,218 | $3,581-38.1% | $5,333-58.4% | $4,296-48.4% |