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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 | $64,017 | $58,523+9.4% | $99,470-35.6% | $72,983-12.3% |
| Participation rate | 69.2% | 64.6%+4.6pp | 73.8%-4.6pp | 69.5%-0.3pp |
| Annual return | 22.16% | 28.51%-6.4pp | 30.72%-8.6pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,117 | $1,512-26.1% | $2,540-56.0% | $2,440-54.2% |
| Participant deferral / active EE | $2,130 | $2,606-18.3% | $3,619-41.1% | $3,608-41.0% |
| Admin fee / account holder | $2,120 | $4,102-48.3% | $6,252-66.1% | $5,124-58.6% |