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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 | $69,027 | $58,493+18.0% | $84,021-17.8% | $72,975-5.4% |
| Participation rate | 59.1% | 61.2%-2.1pp | 69.0%-9.9pp | 69.5%-10.3pp |
| Annual return | 22.09% | 28.93%-6.8pp | 71.32%-49.2pp | 81.01%-58.9pp |
| Employer contribution / active EE | $757 | $1,163-34.9% | $1,984-61.9% | $2,440-69.0% |
| Participant deferral / active EE | $4,040 | $2,394+68.8% | $3,239+24.7% | $3,608+12.0% |
| Admin fee / account holder | $4,800 | $4,569+5.1% | $6,102-21.3% | $5,124-6.3% |