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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 | $79,516 | $57,140+39.2% | $85,240-6.7% | $80,959-1.8% |
| Participation rate | 42.1% | 56.4%-14.3pp | 67.5%-25.4pp | 67.7%-25.6pp |
| Annual return | 15.95% | 21.71%-5.8pp | 66.75%-50.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,373 | $1,802+31.7% | $2,735-13.2% | $2,757-13.9% |
| Participant deferral / active EE | $6,397 | $3,115+105.3% | $4,527+41.3% | $4,300+48.8% |
| Admin fee / account holder | $4,213 | $4,992-15.6% | $6,165-31.7% | $6,925-39.2% |