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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 | $72,961 | $65,034+12.2% | $90,970-19.8% | $79,856-8.6% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 15.57% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,756 | $1,247+40.7% | $2,122-17.3% | $2,471-29.0% |
| Participant deferral / active EE | $2,614 | $2,512+4.0% | $3,373-22.5% | $3,741-30.1% |
| Admin fee / account holder | $6,303 | $4,536+39.0% | $5,961+5.7% | $5,306+18.8% |