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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 | $76,079 | $51,207+48.6% | $70,565+7.8% | $75,177+1.2% |
| Participation rate | 66.2% | 61.0%+5.2pp | 68.4%-2.2pp | 67.2%-1.0pp |
| Annual return | 20.57% | 30.05%-9.5pp | 32.79%-12.2pp | 160.75%-140.2pp |
| Employer contribution / active EE | $1,077 | $1,826-41.0% | $2,976-63.8% | $2,671-59.7% |
| Participant deferral / active EE | $4,307 | $2,850+51.1% | $4,568-5.7% | $4,126+4.4% |
| Admin fee / account holder | $11,726 | $4,097+186.2% | $6,430+82.4% | $5,651+107.5% |