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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 | $65,615 | $55,932+17.3% | $76,735-14.5% | $67,986-3.5% |
| Participation rate | 56.5% | 50.8%+5.7pp | 69.5%-13.0pp | 57.2%-0.7pp |
| Annual return | 17.24% | 23.10%-5.9pp | 29.77%-12.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $2,062 | $1,487+38.7% | $2,454-16.0% | $2,019+2.1% |
| Participant deferral / active EE | $3,831 | $2,558+49.8% | $4,088-6.3% | $3,358+14.1% |
| Admin fee / account holder | $5,523 | $4,907+12.6% | $7,189-23.2% | $3,203+72.4% |