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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 | $56,936 | $58,627-2.9% | $76,735-25.8% | $82,448-30.9% |
| Participation rate | 60.5% | 63.2%-2.8pp | 69.5%-9.0pp | 68.1%-7.6pp |
| Annual return | 17.14% | 39.10%-22.0pp | 29.77%-12.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,421 | $1,729+40.0% | $2,454-1.4% | $2,551-5.1% |
| Participant deferral / active EE | $5,305 | $3,134+69.3% | $4,088+29.8% | $4,139+28.2% |
| Admin fee / account holder | $5,069 | $5,323-4.8% | $7,189-29.5% | $7,234-29.9% |