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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 | $81,992 | $58,493+40.2% | $84,021-2.4% | $72,975+12.4% |
| Participation rate | 64.8% | 61.2%+3.6pp | 69.0%-4.2pp | 69.5%-4.7pp |
| Annual return | 23.60% | 28.93%-5.3pp | 71.32%-47.7pp | 81.01%-57.4pp |
| Employer contribution / active EE | $2,244 | $1,163+93.0% | $1,984+13.1% | $2,440-8.0% |
| Participant deferral / active EE | $4,279 | $2,394+78.7% | $3,239+32.1% | $3,608+18.6% |
| Admin fee / account holder | $2,189 | $4,569-52.1% | $6,102-64.1% | $5,124-57.3% |