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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 | $52,682+5.6% | $78,004-28.7% | $64,097-13.2% |
| Participation rate | 68.0% | 47.7%+20.3pp | 69.4%-1.4pp | 55.2%+12.8pp |
| Annual return | 22.06% | 22.45%-0.4pp | 31.07%-9.0pp | 34.64%-12.6pp |
| Employer contribution / active EE | $6,020 | $1,323+354.9% | $2,469+143.8% | $1,891+218.2% |
| Participant deferral / active EE | $9,514 | $2,346+305.6% | $4,092+132.5% | $3,080+208.9% |
| Admin fee / account holder | $12,494 | $5,420+130.5% | $7,578+64.9% | $3,454+261.7% |