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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 | $89,628 | $57,590+55.6% | $86,233+3.9% | $82,448+8.7% |
| Participation rate | 59.3% | 57.9%+1.4pp | 69.0%-9.8pp | 68.1%-8.8pp |
| Annual return | 14.20% | 22.41%-8.2pp | 61.39%-47.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,375 | $1,655+43.5% | $2,504-5.2% | $2,551-6.9% |
| Participant deferral / active EE | $4,234 | $3,080+37.5% | $4,559-7.1% | $4,139+2.3% |
| Admin fee / account holder | $491 | $4,730-89.6% | $8,342-94.1% | $7,234-93.2% |