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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 | $59,035 | $79,557-25.8% | $118,746-50.3% | $70,126-15.8% |
| Participation rate | 69.2% | 71.4%-2.1pp | 78.3%-9.0pp | 69.5%-0.3pp |
| Annual return | 33.23% | 25.64%+7.6pp | 24.54%+8.7pp | 73.15%-39.9pp |
| Employer contribution / active EE | $3,077 | $2,861+7.5% | $4,193-26.6% | $2,343+31.4% |
| Participant deferral / active EE | $5,208 | $4,089+27.4% | $5,332-2.3% | $3,332+56.3% |
| Admin fee / account holder | $3,279 | $5,374-39.0% | $10,720-69.4% | $4,645-29.4% |