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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 | $55,152 | $57,590-4.2% | $86,233-36.0% | $82,448-33.1% |
| Participation rate | 58.3% | 57.9%+0.5pp | 69.0%-10.7pp | 68.1%-9.7pp |
| Annual return | 16.44% | 22.41%-6.0pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,216 | $1,655+33.9% | $2,504-11.5% | $2,551-13.1% |
| Participant deferral / active EE | $6,054 | $3,080+96.6% | $4,559+32.8% | $4,139+46.3% |
| Admin fee / account holder | $8,118 | $4,730+71.6% | $8,342-2.7% | $7,234+12.2% |