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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 | $65,909 | $62,086+6.2% | $90,259-27.0% | $64,340+2.4% |
| Participation rate | 61.5% | 53.9%+7.7pp | 70.7%-9.2pp | 55.2%+6.3pp |
| Annual return | 11.96% | 16.73%-4.8pp | 18.88%-6.9pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,711 | $1,883-9.1% | $2,291-25.3% | $1,862-8.1% |
| Participant deferral / active EE | $2,750 | $2,557+7.5% | $3,827-28.1% | $2,980-7.7% |
| Admin fee / account holder | $996 | $3,317-70.0% | $7,267-86.3% | $3,703-73.1% |