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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 | $55,653 | $55,932-0.5% | $76,735-27.5% | $67,986-18.1% |
| Participation rate | 68.0% | 50.8%+17.2pp | 69.5%-1.5pp | 57.2%+10.8pp |
| Annual return | 22.06% | 23.10%-1.0pp | 29.77%-7.7pp | 31.67%-9.6pp |
| Employer contribution / active EE | $6,020 | $1,487+304.9% | $2,454+145.3% | $2,019+198.2% |
| Participant deferral / active EE | $9,514 | $2,558+271.9% | $4,088+132.7% | $3,358+183.3% |
| Admin fee / account holder | $12,494 | $4,907+154.6% | $7,189+73.8% | $3,203+290.0% |