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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 | $85,303 | $74,535+14.4% | $100,712-15.3% | $82,637+3.2% |
| Participation rate | 59.3% | 61.2%-1.9pp | 69.3%-10.0pp | 68.1%-8.8pp |
| Annual return | 30.99% | 18.92%+12.1pp | 33.27%-2.3pp | 53.51%-22.5pp |
| Employer contribution / active EE | $1,957 | $1,503+30.3% | $2,313-15.4% | $2,552-23.3% |
| Participant deferral / active EE | $2,217 | $3,074-27.9% | $4,085-45.7% | $4,126-46.3% |
| Admin fee / account holder | $8,046 | $6,576+22.4% | $9,256-13.1% | $7,339+9.6% |