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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 | $73,199 | $57,119+28.2% | $85,187-14.1% | $80,935-9.6% |
| Participation rate | 63.3% | 56.4%+6.9pp | 67.5%-4.2pp | 67.7%-4.3pp |
| Annual return | 11.24% | 21.70%-10.5pp | 66.67%-55.4pp | 35.66%-24.4pp |
| Employer contribution / active EE | $2,394 | $1,802+32.9% | $2,732-12.4% | $2,757-13.1% |
| Participant deferral / active EE | $7,213 | $3,115+131.6% | $4,525+59.4% | $4,299+67.8% |
| Admin fee / account holder | $465 | $4,990-90.7% | $6,162-92.5% | $6,924-93.3% |