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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 | $72,677 | $58,848+23.5% | $88,179-17.6% | $82,637-12.1% |
| Participation rate | 60.4% | 57.9%+2.5pp | 69.1%-8.8pp | 68.1%-7.7pp |
| Annual return | 14.89% | 22.76%-7.9pp | 64.97%-50.1pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,847 | $1,678+69.6% | $2,549+11.7% | $2,552+11.6% |
| Participant deferral / active EE | $5,215 | $3,124+67.0% | $4,614+13.0% | $4,126+26.4% |
| Admin fee / account holder | $3,440 | $4,795-28.3% | $7,673-55.2% | $7,339-53.1% |