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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 | $61,942 | $58,512+5.9% | $84,020-26.3% | $72,983-15.1% |
| Participation rate | 55.9% | 61.2%-5.3pp | 69.0%-13.1pp | 69.5%-13.6pp |
| Annual return | 24.27% | 28.93%-4.7pp | 71.31%-47.0pp | 81.01%-56.7pp |
| Employer contribution / active EE | $997 | $1,163-14.3% | $1,984-49.7% | $2,440-59.1% |
| Participant deferral / active EE | $2,409 | $2,394+0.6% | $3,239-25.6% | $3,608-33.2% |
| Admin fee / account holder | $2,782 | $4,569-39.1% | $6,101-54.4% | $5,124-45.7% |