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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 | $57,631 | $59,804-3.6% | $81,982-29.7% | $79,856-27.8% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.3%-5.0pp | 69.6%-5.4pp |
| Annual return | 20.32% | 17.56%+2.8pp | 41.31%-21.0pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,403 | $1,713-18.1% | $2,498-43.8% | $2,471-43.2% |
| Participant deferral / active EE | $2,898 | $2,695+7.5% | $3,722-22.1% | $3,741-22.5% |
| Admin fee / account holder | $1,722 | $4,288-59.8% | $5,665-69.6% | $5,306-67.5% |