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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 | $73,924 | $57,590+28.4% | $86,233-14.3% | $82,448-10.3% |
| Participation rate | 61.1% | 57.9%+3.2pp | 69.0%-7.9pp | 68.1%-7.0pp |
| Annual return | 17.56% | 22.41%-4.9pp | 61.39%-43.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,192 | $1,655+32.4% | $2,504-12.5% | $2,551-14.1% |
| Participant deferral / active EE | $5,092 | $3,080+65.3% | $4,559+11.7% | $4,139+23.0% |
| Admin fee / account holder | $1,009 | $4,730-78.7% | $8,342-87.9% | $7,234-86.1% |