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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 | $67,047 | $57,828+15.9% | $117,039-42.7% | $70,126-4.4% |
| Participation rate | 68.8% | 67.1%+1.6pp | 77.2%-8.4pp | 69.5%-0.8pp |
| Annual return | 17.88% | 17.55%+0.3pp | 18.95%-1.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,771 | $1,816-2.5% | $3,785-53.2% | $2,343-24.4% |
| Participant deferral / active EE | $2,636 | $2,438+8.1% | $3,929-32.9% | $3,332-20.9% |
| Admin fee / account holder | $2,551 | $3,548-28.1% | $5,974-57.3% | $4,645-45.1% |