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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 | $63,718 | $54,541+16.8% | $78,778-19.1% | $70,126-9.1% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 15.32% | 21.07%-5.8pp | 35.62%-20.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,000 | $1,089+83.7% | $1,986+0.7% | $2,343-14.6% |
| Participant deferral / active EE | $3,774 | $2,210+70.7% | $2,958+27.6% | $3,332+13.3% |
| Admin fee / account holder | $1,958 | $3,709-47.2% | $5,134-61.9% | $4,645-57.8% |