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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 | $57,073+28.3% | $85,126-14.0% | $80,925-9.5% |
| Participation rate | 63.3% | 56.4%+6.9pp | 67.5%-4.2pp | 67.7%-4.3pp |
| Annual return | 11.24% | 21.69%-10.5pp | 66.63%-55.4pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,394 | $1,801+33.0% | $2,731-12.3% | $2,756-13.1% |
| Participant deferral / active EE | $7,213 | $3,113+131.7% | $4,523+59.5% | $4,299+67.8% |
| Admin fee / account holder | $465 | $4,988-90.7% | $6,160-92.5% | $6,940-93.3% |