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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 | $78,026 | $58,627+33.1% | $76,735+1.7% | $82,448-5.4% |
| Participation rate | 65.0% | 63.2%+1.8pp | 69.5%-4.5pp | 68.1%-3.1pp |
| Annual return | 14.92% | 39.10%-24.2pp | 29.77%-14.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,795 | $1,729+3.8% | $2,454-26.9% | $2,551-29.6% |
| Participant deferral / active EE | $3,999 | $3,134+27.6% | $4,088-2.2% | $4,139-3.4% |
| Admin fee / account holder | $8,379 | $5,323+57.4% | $7,189+16.6% | $7,234+15.8% |