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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 | $71,057+15.4% | $93,654-12.4% | $80,874+1.4% |
| Participation rate | 67.4% | 60.4%+7.0pp | 68.7%-1.3pp | 67.6%-0.2pp |
| Annual return | 12.56% | 11.26%+1.3pp | 133.34%-120.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,314 | $1,564+48.0% | $2,421-4.4% | $2,756-16.0% |
| Participant deferral / active EE | $8,058 | $4,034+99.8% | $4,413+82.6% | $4,297+87.5% |
| Admin fee / account holder | $2,951 | $6,944-57.5% | $8,282-64.4% | $6,935-57.4% |