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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 | $55,484 | $54,541+1.7% | $78,778-29.6% | $70,126-20.9% |
| Participation rate | 62.3% | 60.8%+1.5pp | 69.2%-6.9pp | 69.5%-7.2pp |
| Annual return | 16.03% | 21.07%-5.0pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $959 | $1,089-11.9% | $1,986-51.7% | $2,343-59.1% |
| Participant deferral / active EE | $3,121 | $2,210+41.2% | $2,958+5.5% | $3,332-6.3% |
| Admin fee / account holder | $4,821 | $3,709+30.0% | $5,134-6.1% | $4,645+3.8% |