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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 | $70,527 | $80,983-12.9% | $96,544-26.9% | $75,177-6.2% |
| Participation rate | 61.9% | 71.8%-9.9pp | 76.0%-14.1pp | 67.2%-5.3pp |
| Annual return | 19.59% | 27.05%-7.5pp | 25.88%-6.3pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,728 | $2,282+19.5% | $2,966-8.0% | $2,671+2.1% |
| Participant deferral / active EE | $6,198 | $3,929+57.8% | $4,851+27.8% | $4,126+50.2% |
| Admin fee / account holder | $7,035 | $6,717+4.7% | $8,254-14.8% | $5,651+24.5% |