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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 | $65,256 | $55,713+17.1% | $75,901-14.0% | $72,975-10.6% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.3%-3.9pp | 69.5%-4.1pp |
| Annual return | 24.86% | 27.60%-2.7pp | 30.76%-5.9pp | 81.01%-56.2pp |
| Employer contribution / active EE | $2,182 | $1,687+29.3% | $2,501-12.8% | $2,440-10.6% |
| Participant deferral / active EE | $4,432 | $2,634+68.3% | $3,603+23.0% | $3,608+22.9% |
| Admin fee / account holder | $4,158 | $3,980+4.5% | $5,420-23.3% | $5,124-18.8% |