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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 | $57,590+43.8% | $86,233-4.0% | $82,448+0.4% |
| Participation rate | 63.3% | 57.9%+5.5pp | 69.0%-5.7pp | 68.1%-4.7pp |
| Annual return | 19.40% | 22.41%-3.0pp | 61.39%-42.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,039 | $1,655+23.2% | $2,504-18.6% | $2,551-20.1% |
| Participant deferral / active EE | $4,252 | $3,080+38.1% | $4,559-6.7% | $4,139+2.7% |
| Admin fee / account holder | $1,339 | $4,730-71.7% | $8,342-83.9% | $7,234-81.5% |