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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 | $66,668 | $59,440+12.2% | $78,004-14.5% | $82,637-19.3% |
| Participation rate | 68.0% | 62.8%+5.2pp | 69.4%-1.4pp | 68.1%-0.1pp |
| Annual return | 15.42% | 40.24%-24.8pp | 31.07%-15.6pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,995 | $1,750+14.0% | $2,469-19.2% | $2,552-21.8% |
| Participant deferral / active EE | $3,105 | $3,138-1.1% | $4,092-24.1% | $4,126-24.7% |
| Admin fee / account holder | $6,310 | $5,504+14.6% | $7,578-16.7% | $7,339-14.0% |