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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 | $52,682+37.6% | $78,004-7.0% | $64,097+13.1% |
| Participation rate | 55.4% | 47.7%+7.6pp | 69.4%-14.1pp | 55.2%+0.2pp |
| Annual return | 20.32% | 22.45%-2.1pp | 31.07%-10.8pp | 34.64%-14.3pp |
| Employer contribution / active EE | $2,725 | $1,323+105.9% | $2,469+10.4% | $1,891+44.1% |
| Participant deferral / active EE | $5,985 | $2,346+155.2% | $4,092+46.3% | $3,080+94.3% |
| Admin fee / account holder | $3,426 | $5,420-36.8% | $7,578-54.8% | $3,454-0.8% |