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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 | $83,077 | $58,493+42.0% | $84,023-1.1% | $72,976+13.8% |
| Participation rate | 63.3% | 61.2%+2.0pp | 69.0%-5.8pp | 69.5%-6.2pp |
| Annual return | 20.68% | 28.93%-8.2pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,014 | $1,163+73.1% | $1,984+1.5% | $2,440-17.5% |
| Participant deferral / active EE | $3,968 | $2,394+65.8% | $3,239+22.5% | $3,608+10.0% |
| Admin fee / account holder | $3,434 | $4,569-24.8% | $6,102-43.7% | $5,124-33.0% |