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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 | $64,462+5.4% | $81,482-16.6% | $80,911-16.0% |
| Participation rate | 61.4% | 63.9%-2.5pp | 69.5%-8.1pp | 67.6%-6.3pp |
| Annual return | 15.23% | 16.35%-1.1pp | 24.79%-9.6pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,642 | $1,979+33.5% | $2,463+7.3% | $2,756-4.1% |
| Participant deferral / active EE | $4,806 | $3,094+55.3% | $3,885+23.7% | $4,297+11.8% |
| Admin fee / account holder | $348 | $5,678-93.9% | $5,761-94.0% | $6,935-95.0% |