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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 | $87,755 | $70,418+24.6% | $96,570-9.1% | $85,847+2.2% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 15.37% | 18.59%-3.2pp | 37.79%-22.4pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,051 | $1,413+45.1% | $2,357-13.0% | $2,565-20.1% |
| Participant deferral / active EE | $3,992 | $2,894+37.9% | $3,849+3.7% | $3,952+1.0% |
| Admin fee / account holder | $703 | $4,995-85.9% | $6,182-88.6% | $6,261-88.8% |