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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 | $67,929 | $45,312+49.9% | $86,233-21.2% | $67,986-0.1% |
| Participation rate | 51.4% | 42.4%+9.0pp | 69.0%-17.6pp | 57.2%-5.8pp |
| Annual return | 31.06% | 24.79%+6.3pp | 61.39%-30.3pp | 31.67%-0.6pp |
| Employer contribution / active EE | $1,220 | $1,160+5.2% | $2,504-51.3% | $2,019-39.5% |
| Participant deferral / active EE | $1,716 | $2,185-21.5% | $4,559-62.4% | $3,358-48.9% |
| Admin fee / account holder | $650 | $3,295-80.3% | $8,342-92.2% | $3,203-79.7% |