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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 | $67,250 | $75,807-11.3% | $116,096-42.1% | $86,983-22.7% |
| Participation rate | 69.2% | 66.9%+2.4pp | 73.3%-4.1pp | 69.5%-0.3pp |
| Annual return | 21.04% | 18.57%+2.5pp | 326.25%-305.2pp | 25.83%-4.8pp |
| Employer contribution / active EE | $2,587 | $1,892+36.7% | $2,503+3.3% | $2,584+0.1% |
| Participant deferral / active EE | $7,104 | $3,212+121.2% | $3,952+79.8% | $4,194+69.4% |
| Admin fee / account holder | $4,711 | $6,659-29.3% | $7,704-38.9% | $7,856-40.0% |