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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 | $57,590+4.7% | $86,233-30.0% | $82,448-26.8% |
| Participation rate | 34.8% | 57.9%-23.1pp | 69.0%-34.2pp | 68.1%-33.3pp |
| Annual return | 27.84% | 22.41%+5.4pp | 61.39%-33.5pp | 41.64%-13.8pp |
| Employer contribution / active EE | $2,081 | $1,655+25.7% | $2,504-16.9% | $2,551-18.4% |
| Participant deferral / active EE | $2,479 | $3,080-19.5% | $4,559-45.6% | $4,139-40.1% |
| Admin fee / account holder | $4,987 | $4,730+5.4% | $8,342-40.2% | $7,234-31.1% |