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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 | $75,930 | $56,110+35.3% | $94,993-20.1% | $70,126+8.3% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.9%-4.9pp | 69.5%-0.6pp |
| Annual return | 15.45% | 51.02%-35.6pp | 27.14%-11.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,380 | $1,442+65.0% | $2,603-8.6% | $2,343+1.6% |
| Participant deferral / active EE | $6,355 | $2,391+165.8% | $3,317+91.6% | $3,332+90.7% |
| Admin fee / account holder | $4,016 | $3,456+16.2% | $4,960-19.0% | $4,645-13.6% |