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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 | $64,349 | $51,083+26.0% | $70,548-8.8% | $71,495-10.0% |
| Participation rate | 62.6% | 59.4%+3.2pp | 68.3%-5.8pp | 67.9%-5.3pp |
| Annual return | 31.15% | 42.64%-11.5pp | 32.78%-1.6pp | 28.85%+2.3pp |
| Employer contribution / active EE | $805 | $1,791-55.1% | $2,975-72.9% | $2,589-68.9% |
| Participant deferral / active EE | $3,907 | $3,028+29.0% | $4,567-14.4% | $4,291-8.9% |
| Admin fee / account holder | $2,742 | $1,995+37.4% | $6,424-57.3% | $1,588+72.7% |