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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 | $74,957 | $69,518+7.8% | $59,887+25.2% | $135,379-44.6% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.7%-6.5pp | 82.6%-14.5pp |
| Annual return | 10.55% | 7.95%+2.6pp | 3.46%+7.1pp | 519.79%-509.2pp |
| Employer contribution / active EE | $4,132 | $3,235+27.7% | $2,722+51.8% | $4,779-13.5% |
| Participant deferral / active EE | $2,701 | $4,204-35.8% | $3,402-20.6% | $5,609-51.8% |
| Admin fee / account holder | $6,333 | $5,734+10.4% | $3,591+76.4% | $10,828-41.5% |