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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 | $66,684 | $57,140+16.7% | $85,240-21.8% | $80,959-17.6% |
| Participation rate | 57.0% | 56.4%+0.6pp | 67.5%-10.5pp | 67.7%-10.7pp |
| Annual return | 16.65% | 21.71%-5.1pp | 66.75%-50.1pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,475 | $1,802+37.3% | $2,735-9.5% | $2,757-10.3% |
| Participant deferral / active EE | $4,687 | $3,115+50.5% | $4,527+3.5% | $4,300+9.0% |
| Admin fee / account holder | $2,209 | $4,992-55.8% | $6,165-64.2% | $6,925-68.1% |