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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 | $58,630 | $56,054+4.6% | $171,082-65.7% | $62,881-6.8% |
| Participation rate | 57.1% | 62.9%-5.7pp | 76.7%-19.6pp | 69.3%-12.2pp |
| Annual return | 7.08% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,142 | $1,731+23.8% | $4,002-46.5% | $2,281-6.1% |
| Participant deferral / active EE | $5,348 | $3,158+69.3% | $4,797+11.5% | $3,203+67.0% |
| Admin fee / account holder | $1,682 | $3,647-53.9% | $8,520-80.3% | $4,296-60.8% |