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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 | $58,764 | $58,512+0.4% | $84,020-30.1% | $72,983-19.5% |
| Participation rate | 57.7% | 61.2%-3.5pp | 69.0%-11.3pp | 69.5%-11.8pp |
| Annual return | 24.13% | 28.93%-4.8pp | 71.31%-47.2pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,559 | $1,163+34.1% | $1,984-21.4% | $2,440-36.1% |
| Participant deferral / active EE | $3,690 | $2,394+54.2% | $3,239+13.9% | $3,608+2.3% |
| Admin fee / account holder | $857 | $4,569-81.2% | $6,101-85.9% | $5,124-83.3% |