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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 | $87,398 | $97,550-10.4% | $120,344-27.4% | $87,485-0.1% |
| Participation rate | 63.0% | 72.8%-9.9pp | 76.7%-13.7pp | 68.9%-6.0pp |
| Annual return | 17.82% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.2pp |
| Employer contribution / active EE | $3,079 | $2,291+34.4% | $3,020+1.9% | $2,596+18.6% |
| Participant deferral / active EE | $5,019 | $4,230+18.7% | $5,135-2.3% | $4,274+17.4% |
| Admin fee / account holder | $14,845 | $9,543+55.6% | $12,742+16.5% | $7,775+90.9% |