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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 | $54,918 | $74,535-26.3% | $100,712-45.5% | $82,637-33.5% |
| Participation rate | 64.9% | 61.2%+3.7pp | 69.3%-4.4pp | 68.1%-3.2pp |
| Annual return | 19.46% | 18.92%+0.5pp | 33.27%-13.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $3,770 | $1,503+150.9% | $2,313+63.0% | $2,552+47.7% |
| Participant deferral / active EE | $8,848 | $3,074+187.8% | $4,085+116.6% | $4,126+114.4% |
| Admin fee / account holder | $10,623 | $6,576+61.5% | $9,256+14.8% | $7,339+44.7% |