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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 | $62,419 | $72,471-13.9% | $94,215-33.7% | $86,983-28.2% |
| Participation rate | 65.5% | 63.9%+1.6pp | 70.0%-4.5pp | 69.5%-4.1pp |
| Annual return | 17.92% | 26.44%-8.5pp | 28.22%-10.3pp | 25.83%-7.9pp |
| Employer contribution / active EE | $2,208 | $1,936+14.1% | $2,675-17.5% | $2,584-14.6% |
| Participant deferral / active EE | $4,716 | $3,397+38.9% | $4,276+10.3% | $4,194+12.5% |
| Admin fee / account holder | $1,785 | $6,468-72.4% | $10,216-82.5% | $7,856-77.3% |