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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 | $81,407 | $55,902+45.6% | $76,030+7.1% | $80,959+0.6% |
| Participation rate | 62.5% | 62.1%+0.4pp | 69.1%-6.6pp | 67.7%-5.2pp |
| Annual return | 23.56% | 20.59%+3.0pp | 361.54%-338.0pp | 35.67%-12.1pp |
| Employer contribution / active EE | $2,061 | $1,867+10.4% | $2,688-23.3% | $2,757-25.2% |
| Participant deferral / active EE | $7,637 | $3,051+150.4% | $4,257+79.4% | $4,300+77.6% |
| Admin fee / account holder | $6,410 | $5,239+22.3% | $6,421-0.2% | $6,925-7.4% |