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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 | $63,498 | $54,541+16.4% | $78,778-19.4% | $70,126-9.5% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.2%-1.2pp | 69.5%-1.5pp |
| Annual return | 14.15% | 21.07%-6.9pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,521 | $1,089+39.7% | $1,986-23.4% | $2,343-35.1% |
| Participant deferral / active EE | $2,637 | $2,210+19.3% | $2,958-10.9% | $3,332-20.9% |
| Admin fee / account holder | $7,984 | $3,709+115.3% | $5,134+55.5% | $4,645+71.9% |