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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 | $63,060 | $58,493+7.8% | $84,021-24.9% | $72,975-13.6% |
| Participation rate | 62.7% | 61.2%+1.5pp | 69.0%-6.3pp | 69.5%-6.8pp |
| Annual return | 25.36% | 28.93%-3.6pp | 71.32%-46.0pp | 81.01%-55.7pp |
| Employer contribution / active EE | $949 | $1,163-18.4% | $1,984-52.2% | $2,440-61.1% |
| Participant deferral / active EE | $2,072 | $2,394-13.4% | $3,239-36.0% | $3,608-42.6% |
| Admin fee / account holder | $528 | $4,569-88.4% | $6,102-91.3% | $5,124-89.7% |