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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 | $61,130 | $58,512+4.5% | $84,020-27.2% | $72,983-16.2% |
| Participation rate | 67.6% | 61.2%+6.3pp | 69.0%-1.4pp | 69.5%-1.9pp |
| Annual return | 22.11% | 28.93%-6.8pp | 71.31%-49.2pp | 81.01%-58.9pp |
| Employer contribution / active EE | $691 | $1,163-40.5% | $1,984-65.1% | $2,440-71.7% |
| Participant deferral / active EE | $1,749 | $2,394-26.9% | $3,239-46.0% | $3,608-51.5% |
| Admin fee / account holder | $1,276 | $4,569-72.1% | $6,101-79.1% | $5,124-75.1% |