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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 | $60,334 | $58,493+3.1% | $84,023-28.2% | $72,976-17.3% |
| Participation rate | 59.2% | 61.2%-2.0pp | 69.0%-9.8pp | 69.5%-10.3pp |
| Annual return | 21.61% | 28.93%-7.3pp | 71.32%-49.7pp | 81.02%-59.4pp |
| Employer contribution / active EE | $768 | $1,163-34.0% | $1,984-61.3% | $2,440-68.5% |
| Participant deferral / active EE | $2,579 | $2,394+7.7% | $3,239-20.4% | $3,608-28.5% |
| Admin fee / account holder | $8,929 | $4,569+95.4% | $6,102+46.3% | $5,124+74.3% |