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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 | $84,866 | $81,262+4.4% | $155,602-45.5% | $80,911+4.9% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 14.75% | 33.34%-18.6pp | 64.81%-50.1pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,662 | $3,102-14.2% | $4,675-43.1% | $2,756-3.4% |
| Participant deferral / active EE | $6,212 | $3,451+80.0% | $5,629+10.4% | $4,297+44.6% |
| Admin fee / account holder | $3,364 | $7,992-57.9% | $15,923-78.9% | $6,935-51.5% |