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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 | $68,761 | $58,493+17.6% | $84,023-18.2% | $72,976-5.8% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 22.12% | 28.93%-6.8pp | 71.32%-49.2pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,690 | $1,163+45.3% | $1,984-14.8% | $2,440-30.7% |
| Participant deferral / active EE | $3,193 | $2,394+33.4% | $3,239-1.4% | $3,608-11.5% |
| Admin fee / account holder | $2,119 | $4,569-53.6% | $6,102-65.3% | $5,124-58.7% |