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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 | $69,516 | $65,034+6.9% | $90,970-23.6% | $79,856-12.9% |
| Participation rate | 67.5% | 61.6%+5.9pp | 69.0%-1.5pp | 69.6%-2.1pp |
| Annual return | 19.35% | 30.45%-11.1pp | 134.60%-115.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,312 | $1,247+85.3% | $2,122+9.0% | $2,471-6.4% |
| Participant deferral / active EE | $3,665 | $2,512+45.9% | $3,373+8.6% | $3,741-2.0% |
| Admin fee / account holder | $1,932 | $4,536-57.4% | $5,961-67.6% | $5,306-63.6% |