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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 | $60,198 | $57,140+5.4% | $85,240-29.4% | $80,959-25.6% |
| Participation rate | 64.8% | 56.4%+8.4pp | 67.5%-2.7pp | 67.7%-2.9pp |
| Annual return | 13.26% | 21.71%-8.5pp | 66.75%-53.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,011 | $1,802+11.6% | $2,735-26.5% | $2,757-27.1% |
| Participant deferral / active EE | $3,603 | $3,115+15.7% | $4,527-20.4% | $4,300-16.2% |
| Admin fee / account holder | $2,564 | $4,992-48.6% | $6,165-58.4% | $6,925-63.0% |