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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 | $61,607 | $58,493+5.3% | $84,021-26.7% | $72,975-15.6% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 19.18% | 28.93%-9.8pp | 71.32%-52.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,779 | $1,163+53.0% | $1,984-10.3% | $2,440-27.1% |
| Participant deferral / active EE | $2,789 | $2,394+16.5% | $3,239-13.9% | $3,608-22.7% |
| Admin fee / account holder | $1,354 | $4,569-70.4% | $6,102-77.8% | $5,124-73.6% |