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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 | $67,099 | $45,312+48.1% | $86,233-22.2% | $67,986-1.3% |
| Participation rate | 41.0% | 42.4%-1.4pp | 69.0%-28.0pp | 57.2%-16.2pp |
| Annual return | 17.63% | 24.79%-7.2pp | 61.39%-43.8pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,903 | $1,160+64.1% | $2,504-24.0% | $2,019-5.7% |
| Participant deferral / active EE | $4,004 | $2,185+83.3% | $4,559-12.2% | $3,358+19.2% |
| Admin fee / account holder | $5,461 | $3,295+65.7% | $8,342-34.5% | $3,203+70.5% |