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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 | $67,569 | $55,684+21.3% | $75,900-11.0% | $72,976-7.4% |
| Participation rate | 58.8% | 61.1%-2.3pp | 69.3%-10.5pp | 69.5%-10.7pp |
| Annual return | 20.45% | 27.60%-7.1pp | 30.73%-10.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $2,382 | $1,687+41.2% | $2,501-4.8% | $2,440-2.4% |
| Participant deferral / active EE | $4,551 | $2,634+72.8% | $3,604+26.3% | $3,608+26.2% |
| Admin fee / account holder | $4,583 | $3,981+15.1% | $5,421-15.5% | $5,124-10.6% |