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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 | $62,224 | $58,493+6.4% | $84,021-25.9% | $72,975-14.7% |
| Participation rate | 66.0% | 61.2%+4.8pp | 69.0%-3.0pp | 69.5%-3.5pp |
| Annual return | 28.88% | 28.93%-0.1pp | 71.32%-42.4pp | 81.01%-52.1pp |
| Employer contribution / active EE | $1,429 | $1,163+22.9% | $1,984-28.0% | $2,440-41.4% |
| Participant deferral / active EE | $2,829 | $2,394+18.2% | $3,239-12.7% | $3,608-21.6% |
| Admin fee / account holder | $1,989 | $4,569-56.5% | $6,102-67.4% | $5,124-61.2% |