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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 | $56,218 | $54,541+3.1% | $78,778-28.6% | $70,126-19.8% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 22.58% | 21.07%+1.5pp | 35.62%-13.0pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,259 | $1,089+15.6% | $1,986-36.6% | $2,343-46.3% |
| Participant deferral / active EE | $2,690 | $2,210+21.7% | $2,958-9.1% | $3,332-19.3% |
| Admin fee / account holder | $5,041 | $3,709+35.9% | $5,134-1.8% | $4,645+8.5% |