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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 | $75,613 | $54,541+38.6% | $78,778-4.0% | $70,126+7.8% |
| Participation rate | 63.2% | 60.8%+2.4pp | 69.2%-6.0pp | 69.5%-6.3pp |
| Annual return | 17.36% | 21.07%-3.7pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,167 | $1,089+7.2% | $1,986-41.2% | $2,343-50.2% |
| Participant deferral / active EE | $4,341 | $2,210+96.4% | $2,958+46.7% | $3,332+30.3% |
| Admin fee / account holder | $7,093 | $3,709+91.2% | $5,134+38.2% | $4,645+52.7% |