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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 | $68,679 | $51,207+34.1% | $70,565-2.7% | $75,177-8.6% |
| Participation rate | 55.6% | 61.0%-5.4pp | 68.4%-12.8pp | 67.2%-11.6pp |
| Annual return | 13.52% | 30.05%-16.5pp | 32.79%-19.3pp | 160.75%-147.2pp |
| Employer contribution / active EE | $2,364 | $1,826+29.5% | $2,976-20.5% | $2,671-11.5% |
| Participant deferral / active EE | $3,390 | $2,850+19.0% | $4,568-25.8% | $4,126-17.8% |
| Admin fee / account holder | $4,311 | $4,097+5.2% | $6,430-32.9% | $5,651-23.7% |