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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 | $62,419 | $59,440+5.0% | $78,004-20.0% | $82,637-24.5% |
| Participation rate | 65.5% | 62.8%+2.6pp | 69.4%-4.0pp | 68.1%-2.6pp |
| Annual return | 17.92% | 40.24%-22.3pp | 31.07%-13.1pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,208 | $1,750+26.1% | $2,469-10.6% | $2,552-13.5% |
| Participant deferral / active EE | $4,716 | $3,138+50.3% | $4,092+15.3% | $4,126+14.3% |
| Admin fee / account holder | $1,785 | $5,504-67.6% | $7,578-76.4% | $7,339-75.7% |