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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 | $72,471-21.4% | $94,215-39.6% | $86,983-34.5% |
| Participation rate | 60.5% | 63.9%-3.4pp | 70.0%-9.5pp | 69.5%-9.1pp |
| Annual return | 17.14% | 26.44%-9.3pp | 28.22%-11.1pp | 25.83%-8.7pp |
| Employer contribution / active EE | $2,421 | $1,936+25.0% | $2,675-9.5% | $2,584-6.3% |
| Participant deferral / active EE | $5,305 | $3,397+56.2% | $4,276+24.1% | $4,194+26.5% |
| Admin fee / account holder | $5,069 | $6,468-21.6% | $10,216-50.4% | $7,856-35.5% |