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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 | $69,405 | $45,312+53.2% | $86,233-19.5% | $67,986+2.1% |
| Participation rate | 65.0% | 42.4%+22.6pp | 69.0%-4.0pp | 57.2%+7.8pp |
| Annual return | 16.39% | 24.79%-8.4pp | 61.39%-45.0pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,931 | $1,160+66.5% | $2,504-22.9% | $2,019-4.4% |
| Participant deferral / active EE | $4,535 | $2,185+107.6% | $4,559-0.5% | $3,358+35.1% |
| Admin fee / account holder | $894 | $3,295-72.9% | $8,342-89.3% | $3,203-72.1% |