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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 | $67,941 | $63,845+6.4% | $81,370-16.5% | $80,959-16.1% |
| Participation rate | 61.4% | 63.9%-2.5pp | 69.5%-8.2pp | 67.7%-6.3pp |
| Annual return | 15.23% | 16.37%-1.1pp | 24.85%-9.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,642 | $1,980+33.5% | $2,464+7.2% | $2,757-4.2% |
| Participant deferral / active EE | $4,806 | $3,093+55.4% | $3,885+23.7% | $4,300+11.8% |
| Admin fee / account holder | $348 | $5,688-93.9% | $5,749-93.9% | $6,925-95.0% |