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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 | $66,085 | $57,590+14.7% | $86,233-23.4% | $82,448-19.8% |
| Participation rate | 47.6% | 57.9%-10.2pp | 69.0%-21.4pp | 68.1%-20.4pp |
| Annual return | 14.19% | 22.41%-8.2pp | 61.39%-47.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,876 | $1,655+73.7% | $2,504+14.8% | $2,551+12.7% |
| Participant deferral / active EE | $6,299 | $3,080+104.5% | $4,559+38.2% | $4,139+52.2% |
| Admin fee / account holder | $4,562 | $4,730-3.6% | $8,342-45.3% | $7,234-36.9% |