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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 | $62,451 | $53,774+16.1% | $134,162-53.5% | $79,852-21.8% |
| Participation rate | 61.5% | 58.8%+2.8pp | 72.2%-10.6pp | 69.6%-8.1pp |
| Annual return | 14.85% | 19.01%-4.2pp | 36.35%-21.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,199 | $1,322-9.3% | $3,705-67.6% | $2,471-51.5% |
| Participant deferral / active EE | $2,586 | $2,420+6.9% | $3,500-26.1% | $3,740-30.9% |
| Admin fee / account holder | $8,879 | $3,985+122.8% | $6,685+32.8% | $5,306+67.3% |