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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 | $76,448 | $58,057+31.7% | $97,032-21.2% | $86,983-12.1% |
| Participation rate | 69.2% | 60.4%+8.9pp | 71.6%-2.3pp | 69.5%-0.3pp |
| Annual return | 16.92% | 22.26%-5.3pp | 35.38%-18.5pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,929 | $1,663+76.1% | $2,629+11.4% | $2,584+13.3% |
| Participant deferral / active EE | $7,547 | $3,244+132.6% | $4,672+61.5% | $4,194+79.9% |
| Admin fee / account holder | $684 | $4,839-85.9% | $9,418-92.7% | $7,856-91.3% |