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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 | $71,464 | $47,848+49.4% | $81,473-12.3% | $70,126+1.9% |
| Participation rate | 62.8% | 58.3%+4.5pp | 68.0%-5.2pp | 69.5%-6.8pp |
| Annual return | 15.54% | 27.25%-11.7pp | 38.78%-23.2pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,151 | $1,527+40.8% | $2,568-16.2% | $2,343-8.2% |
| Participant deferral / active EE | $4,129 | $2,453+68.3% | $3,537+16.7% | $3,332+23.9% |
| Admin fee / account holder | $2,254 | $3,145-28.3% | $4,561-50.6% | $4,645-51.5% |