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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 | $73,050 | $58,627+24.6% | $76,735-4.8% | $82,448-11.4% |
| Participation rate | 56.0% | 63.2%-7.2pp | 69.5%-13.5pp | 68.1%-12.1pp |
| Annual return | 18.79% | 39.10%-20.3pp | 29.77%-11.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,474 | $1,729+43.1% | $2,454+0.8% | $2,551-3.0% |
| Participant deferral / active EE | $5,270 | $3,134+68.2% | $4,088+28.9% | $4,139+27.3% |
| Admin fee / account holder | $4,300 | $5,323-19.2% | $7,189-40.2% | $7,234-40.6% |