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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 | $60,321 | $58,848+2.5% | $88,179-31.6% | $82,637-27.0% |
| Participation rate | 34.8% | 57.9%-23.1pp | 69.1%-34.4pp | 68.1%-33.3pp |
| Annual return | 27.84% | 22.76%+5.1pp | 64.97%-37.1pp | 53.51%-25.7pp |
| Employer contribution / active EE | $2,081 | $1,678+24.0% | $2,549-18.4% | $2,552-18.5% |
| Participant deferral / active EE | $2,479 | $3,124-20.6% | $4,614-46.3% | $4,126-39.9% |
| Admin fee / account holder | $4,987 | $4,795+4.0% | $7,673-35.0% | $7,339-32.0% |