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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 | $82,007 | $71,208+15.2% | $93,681-12.5% | $80,911+1.4% |
| Participation rate | 67.4% | 60.4%+7.0pp | 68.7%-1.3pp | 67.6%-0.2pp |
| Annual return | 12.56% | 11.27%+1.3pp | 133.47%-120.9pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,314 | $1,564+47.9% | $2,422-4.5% | $2,756-16.0% |
| Participant deferral / active EE | $8,058 | $4,035+99.7% | $4,415+82.5% | $4,297+87.5% |
| Admin fee / account holder | $2,951 | $6,951-57.5% | $8,290-64.4% | $6,935-57.4% |