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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 | $64,981 | $60,349+7.7% | $74,184-12.4% | $62,881+3.3% |
| Participation rate | 68.8% | 72.7%-4.0pp | 76.6%-7.9pp | 69.3%-0.6pp |
| Annual return | 6.74% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,013 | $1,680+19.8% | $2,370-15.1% | $2,281-11.8% |
| Participant deferral / active EE | $3,901 | $2,856+36.6% | $3,550+9.9% | $3,203+21.8% |
| Admin fee / account holder | $332 | $4,261-92.2% | $5,586-94.1% | $4,296-92.3% |