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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 | $74,950 | $63,082+18.8% | $81,726-8.3% | $79,856-6.1% |
| Participation rate | 60.7% | 67.5%-6.8pp | 72.0%-11.3pp | 69.6%-8.9pp |
| Annual return | 10.87% | 22.66%-11.8pp | 29.49%-18.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,129 | $1,795+18.6% | $4,311-50.6% | $2,471-13.8% |
| Participant deferral / active EE | $3,448 | $2,780+24.0% | $7,108-51.5% | $3,741-7.8% |
| Admin fee / account holder | $4,813 | $4,428+8.7% | $5,160-6.7% | $5,306-9.3% |