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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 | $44,467 | $46,877-5.1% | $122,354-63.7% | $70,126-36.6% |
| Participation rate | 59.6% | 58.2%+1.4pp | 71.6%-12.0pp | 69.5%-9.9pp |
| Annual return | 21.12% | 24.22%-3.1pp | 30.28%-9.2pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,093 | $1,288-15.1% | $4,051-73.0% | $2,343-53.3% |
| Participant deferral / active EE | $2,213 | $2,167+2.1% | $3,287-32.7% | $3,332-33.6% |
| Admin fee / account holder | $3,484 | $3,324+4.8% | $5,479-36.4% | $4,645-25.0% |