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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 | $51,166+25.8% | $70,544-8.8% | $71,511-10.0% |
| Participation rate | 62.6% | 59.4%+3.2pp | 68.4%-5.8pp | 67.9%-5.3pp |
| Annual return | 31.15% | 42.71%-11.6pp | 32.79%-1.6pp | 28.86%+2.3pp |
| Employer contribution / active EE | $805 | $1,793-55.1% | $2,976-72.9% | $2,589-68.9% |
| Participant deferral / active EE | $3,907 | $3,031+28.9% | $4,568-14.5% | $4,291-8.9% |
| Admin fee / account holder | $2,742 | $2,000+37.1% | $6,427-57.3% | $1,588+72.6% |