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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 | $79,033 | $72,471+9.1% | $94,215-16.1% | $86,983-9.1% |
| Participation rate | 62.2% | 63.9%-1.7pp | 70.0%-7.8pp | 69.5%-7.3pp |
| Annual return | 13.22% | 26.44%-13.2pp | 28.22%-15.0pp | 25.83%-12.6pp |
| Employer contribution / active EE | $953 | $1,936-50.8% | $2,675-64.4% | $2,584-63.1% |
| Participant deferral / active EE | $4,782 | $3,397+40.8% | $4,276+11.8% | $4,194+14.0% |
| Admin fee / account holder | $8,854 | $6,468+36.9% | $10,216-13.3% | $7,856+12.7% |