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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 | $70,697 | $54,763+29.1% | $90,324-21.7% | $72,976-3.1% |
| Participation rate | 55.9% | 65.2%-9.3pp | 73.3%-17.4pp | 69.5%-13.6pp |
| Annual return | 31.44% | 30.63%+0.8pp | 78.15%-46.7pp | 81.02%-49.6pp |
| Employer contribution / active EE | $2,266 | $2,093+8.3% | $2,856-20.6% | $2,440-7.1% |
| Participant deferral / active EE | $3,248 | $2,887+12.5% | $3,885-16.4% | $3,608-10.0% |
| Admin fee / account holder | $5,753 | $3,973+44.8% | $5,356+7.4% | $5,124+12.3% |