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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 | $82,792 | $60,442+37.0% | $96,754-14.4% | $87,485-5.4% |
| Participation rate | 63.3% | 58.7%+4.6pp | 70.3%-6.9pp | 68.9%-5.6pp |
| Annual return | 19.40% | 21.97%-2.6pp | 82.04%-62.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,039 | $1,691+20.6% | $2,679-23.9% | $2,596-21.4% |
| Participant deferral / active EE | $4,252 | $3,280+29.6% | $4,758-10.6% | $4,274-0.5% |
| Admin fee / account holder | $1,339 | $5,069-73.6% | $8,905-85.0% | $7,775-82.8% |