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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 | $60,315 | $58,493+3.1% | $84,023-28.2% | $72,976-17.4% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 19.85% | 28.93%-9.1pp | 71.32%-51.5pp | 81.02%-61.2pp |
| Employer contribution / active EE | $1,150 | $1,163-1.1% | $1,984-42.0% | $2,440-52.9% |
| Participant deferral / active EE | $3,713 | $2,394+55.1% | $3,239+14.6% | $3,608+2.9% |
| Admin fee / account holder | $4,330 | $4,569-5.2% | $6,102-29.0% | $5,124-15.5% |