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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 | $72,512 | $55,932+29.6% | $76,735-5.5% | $67,986+6.7% |
| Participation rate | 55.4% | 50.8%+4.6pp | 69.5%-14.1pp | 57.2%-1.9pp |
| Annual return | 20.32% | 23.10%-2.8pp | 29.77%-9.4pp | 31.67%-11.3pp |
| Employer contribution / active EE | $2,725 | $1,487+83.3% | $2,454+11.0% | $2,019+35.0% |
| Participant deferral / active EE | $5,985 | $2,558+134.0% | $4,088+46.4% | $3,358+78.2% |
| Admin fee / account holder | $3,426 | $4,907-30.2% | $7,189-52.3% | $3,203+7.0% |