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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 | $59,136 | $56,894+3.9% | $84,753-30.2% | $62,881-6.0% |
| Participation rate | 61.5% | 68.5%-7.0pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 6.48% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,381 | $2,400+82.6% | $3,574+22.6% | $2,281+92.1% |
| Participant deferral / active EE | $4,278 | $2,709+57.9% | $3,712+15.3% | $3,203+33.6% |
| Admin fee / account holder | $3,098 | $3,581-13.5% | $5,333-41.9% | $4,296-27.9% |