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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 | $54,678 | $56,894-3.9% | $84,753-35.5% | $62,881-13.0% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 15.94% | 6.30%+9.6pp | 22.78%-6.8pp | 20.14%-4.2pp |
| Employer contribution / active EE | $2,039 | $2,400-15.0% | $3,574-42.9% | $2,281-10.6% |
| Participant deferral / active EE | $3,348 | $2,709+23.6% | $3,712-9.8% | $3,203+4.5% |
| Admin fee / account holder | $886 | $3,581-75.3% | $5,333-83.4% | $4,296-79.4% |