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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 | $60,666 | $36,948+64.2% | $73,658-17.6% | $87,485-30.7% |
| Participation rate | 62.9% | 46.8%+16.0pp | 57.0%+5.8pp | 68.9%-6.1pp |
| Annual return | 15.49% | 28.64%-13.2pp | 29.72%-14.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,821 | $670+321.0% | $1,032+173.2% | $2,596+8.6% |
| Participant deferral / active EE | $4,432 | $1,379+221.4% | $2,062+114.9% | $4,274+3.7% |
| Admin fee / account holder | $2,246 | $2,531-11.3% | $3,357-33.1% | $7,775-71.1% |