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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 | $47,875 | $54,757-12.6% | $90,300-47.0% | $72,983-34.4% |
| Participation rate | 68.8% | 65.1%+3.6pp | 73.3%-4.5pp | 69.5%-0.7pp |
| Annual return | 26.85% | 30.63%-3.8pp | 78.11%-51.3pp | 81.01%-54.2pp |
| Employer contribution / active EE | $4,496 | $2,092+114.9% | $2,854+57.5% | $2,440+84.3% |
| Participant deferral / active EE | $6,653 | $2,887+130.5% | $3,884+71.3% | $3,608+84.4% |
| Admin fee / account holder | $8,120 | $3,972+104.4% | $5,353+51.7% | $5,124+58.5% |