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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 | $58,643 | $54,380+7.8% | $68,509-14.4% | $59,633-1.7% |
| Participation rate | 63.6% | 70.2%-6.6pp | 74.7%-11.1pp | 68.7%-5.0pp |
| Annual return | 4.45% | 2.83%+1.6pp | 8.27%-3.8pp | 2041.45%-2037.0pp |
| Employer contribution / active EE | $1,839 | $1,539+19.5% | $2,278-19.3% | $2,203-16.5% |
| Participant deferral / active EE | $2,538 | $2,643-4.0% | $3,382-25.0% | $3,192-20.5% |
| Admin fee / account holder | $4,888 | $3,885+25.8% | $5,275-7.3% | $4,297+13.7% |