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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 | $58,412 | $58,848-0.7% | $88,179-33.8% | $82,637-29.3% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.1%-2.5pp | 68.1%-1.4pp |
| Annual return | 22.20% | 22.76%-0.6pp | 64.97%-42.8pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,275 | $1,678+35.5% | $2,549-10.8% | $2,552-10.9% |
| Participant deferral / active EE | $5,671 | $3,124+81.5% | $4,614+22.9% | $4,126+37.4% |
| Admin fee / account holder | $3,479 | $4,795-27.5% | $7,673-54.7% | $7,339-52.6% |