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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 | $61,979 | $58,493+6.0% | $84,021-26.2% | $72,975-15.1% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.5pp | 69.5%-4.0pp |
| Annual return | 19.22% | 28.93%-9.7pp | 71.32%-52.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $786 | $1,163-32.4% | $1,984-60.4% | $2,440-67.8% |
| Participant deferral / active EE | $2,828 | $2,394+18.1% | $3,239-12.7% | $3,608-21.6% |
| Admin fee / account holder | $2,252 | $4,569-50.7% | $6,102-63.1% | $5,124-56.0% |