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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 | $72,317 | $47,848+51.1% | $81,473-11.2% | $70,126+3.1% |
| Participation rate | 58.5% | 58.3%+0.2pp | 68.0%-9.5pp | 69.5%-11.0pp |
| Annual return | 13.81% | 27.25%-13.4pp | 38.78%-25.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,905 | $1,527+24.8% | $2,568-25.8% | $2,343-18.7% |
| Participant deferral / active EE | $3,158 | $2,453+28.7% | $3,537-10.7% | $3,332-5.2% |
| Admin fee / account holder | $3,313 | $3,145+5.3% | $4,561-27.4% | $4,645-28.7% |