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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 | $58,996 | $57,119+3.3% | $85,187-30.7% | $80,935-27.1% |
| Participation rate | 59.6% | 56.4%+3.2pp | 67.5%-7.9pp | 67.7%-8.0pp |
| Annual return | 17.29% | 21.70%-4.4pp | 66.67%-49.4pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,626 | $1,802+45.8% | $2,732-3.9% | $2,757-4.7% |
| Participant deferral / active EE | $4,693 | $3,115+50.7% | $4,525+3.7% | $4,299+9.1% |
| Admin fee / account holder | $5,071 | $4,990+1.6% | $6,162-17.7% | $6,924-26.8% |