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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 | $75,697 | $57,590+31.4% | $86,233-12.2% | $82,448-8.2% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.0%-9.0pp | 68.1%-8.1pp |
| Annual return | 17.43% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,627 | $1,655+58.7% | $2,504+4.9% | $2,551+3.0% |
| Participant deferral / active EE | $5,099 | $3,080+65.6% | $4,559+11.9% | $4,139+23.2% |
| Admin fee / account holder | $3,945 | $4,730-16.6% | $8,342-52.7% | $7,234-45.5% |