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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 | $57,590+26.2% | $86,233-15.7% | $82,448-11.9% |
| Participation rate | 60.4% | 57.9%+2.5pp | 69.0%-8.6pp | 68.1%-7.7pp |
| Annual return | 14.89% | 22.41%-7.5pp | 61.39%-46.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,847 | $1,655+72.0% | $2,504+13.7% | $2,551+11.6% |
| Participant deferral / active EE | $5,215 | $3,080+69.3% | $4,559+14.4% | $4,139+26.0% |
| Admin fee / account holder | $3,440 | $4,730-27.3% | $8,342-58.8% | $7,234-52.4% |