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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 | $65,187 | $63,082+3.3% | $81,726-20.2% | $79,856-18.4% |
| Participation rate | 61.2% | 67.5%-6.4pp | 72.0%-10.8pp | 69.6%-8.5pp |
| Annual return | 24.30% | 22.66%+1.6pp | 29.49%-5.2pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,486 | $1,795-17.3% | $4,311-65.5% | $2,471-39.9% |
| Participant deferral / active EE | $2,454 | $2,780-11.8% | $7,108-65.5% | $3,741-34.4% |
| Admin fee / account holder | $1,257 | $4,428-71.6% | $5,160-75.6% | $5,306-76.3% |