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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 | $59,229 | $52,306+13.2% | $69,779-15.1% | $62,881-5.8% |
| Participation rate | 57.5% | 67.2%-9.8pp | 71.8%-14.4pp | 69.3%-11.8pp |
| Annual return | 9.44% | 13.35%-3.9pp | 12.99%-3.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,012 | $1,799+11.9% | $2,338-13.9% | $2,281-11.8% |
| Participant deferral / active EE | $2,891 | $2,395+20.7% | $2,931-1.4% | $3,203-9.8% |
| Admin fee / account holder | $813 | $3,691-78.0% | $4,381-81.4% | $4,296-81.1% |