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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 | $60,821 | $74,535-18.4% | $100,712-39.6% | $82,637-26.4% |
| Participation rate | 58.6% | 61.2%-2.6pp | 69.3%-10.7pp | 68.1%-9.4pp |
| Annual return | 21.62% | 18.92%+2.7pp | 33.27%-11.6pp | 53.51%-31.9pp |
| Employer contribution / active EE | $2,104 | $1,503+40.0% | $2,313-9.0% | $2,552-17.6% |
| Participant deferral / active EE | $5,179 | $3,074+68.5% | $4,085+26.8% | $4,126+25.5% |
| Admin fee / account holder | $715 | $6,576-89.1% | $9,256-92.3% | $7,339-90.3% |