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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 | $93,527 | $72,492+29.0% | $87,104+7.4% | $72,975+28.2% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.9%-17.2pp | 69.5%-9.8pp |
| Annual return | 24.52% | 24.46%+0.1pp | 28.19%-3.7pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,299 | $1,894+21.4% | $2,521-8.8% | $2,440-5.8% |
| Participant deferral / active EE | $4,281 | $3,270+30.9% | $4,048+5.7% | $3,608+18.7% |
| Admin fee / account holder | $6,377 | $5,055+26.2% | $7,491-14.9% | $5,124+24.5% |