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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 | $84,158 | $58,851+43.0% | $115,170-26.9% | $72,975+15.3% |
| Participation rate | 66.7% | 65.5%+1.1pp | 75.9%-9.2pp | 69.5%-2.8pp |
| Annual return | 30.47% | 23.16%+7.3pp | 35.60%-5.1pp | 81.01%-50.5pp |
| Employer contribution / active EE | $2,994 | $1,798+66.6% | $3,179-5.8% | $2,440+22.7% |
| Participant deferral / active EE | $5,127 | $2,643+94.0% | $4,169+23.0% | $3,608+42.1% |
| Admin fee / account holder | $964 | $6,370-84.9% | $7,089-86.4% | $5,124-81.2% |