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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 | $67,416 | $54,541+23.6% | $78,778-14.4% | $70,126-3.9% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.2%-8.1pp | 69.5%-8.4pp |
| Annual return | 17.41% | 21.07%-3.7pp | 35.62%-18.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,072 | $1,089+90.3% | $1,986+4.3% | $2,343-11.6% |
| Participant deferral / active EE | $4,133 | $2,210+87.0% | $2,958+39.7% | $3,332+24.0% |
| Admin fee / account holder | $4,425 | $3,709+19.3% | $5,134-13.8% | $4,645-4.7% |