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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 | $72,224 | $58,627+23.2% | $76,735-5.9% | $82,448-12.4% |
| Participation rate | 51.3% | 63.2%-11.9pp | 69.5%-18.2pp | 68.1%-16.8pp |
| Annual return | 29.59% | 39.10%-9.5pp | 29.77%-0.2pp | 41.64%-12.1pp |
| Employer contribution / active EE | $2,398 | $1,729+38.7% | $2,454-2.3% | $2,551-6.0% |
| Participant deferral / active EE | $5,946 | $3,134+89.8% | $4,088+45.5% | $4,139+43.6% |
| Admin fee / account holder | $805 | $5,323-84.9% | $7,189-88.8% | $7,234-88.9% |