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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 | $79,375 | $73,787+7.6% | $98,716-19.6% | $82,448-3.7% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 17.23% | 18.57%-1.3pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,728 | $1,511+80.5% | $2,279+19.7% | $2,551+6.9% |
| Participant deferral / active EE | $5,776 | $3,081+87.4% | $4,048+42.7% | $4,139+39.5% |
| Admin fee / account holder | $9,300 | $6,500+43.1% | $8,703+6.9% | $7,234+28.6% |