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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 | $75,060 | $72,486+3.6% | $87,103-13.8% | $72,976+2.9% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.5pp | 69.5%-0.1pp |
| Annual return | 24.28% | 24.46%-0.2pp | 28.19%-3.9pp | 81.02%-56.7pp |
| Employer contribution / active EE | $2,481 | $1,894+31.0% | $2,521-1.6% | $2,440+1.7% |
| Participant deferral / active EE | $5,522 | $3,270+68.9% | $4,049+36.4% | $3,608+53.1% |
| Admin fee / account holder | $1,178 | $5,055-76.7% | $7,491-84.3% | $5,124-77.0% |