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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 | $77,182 | $74,535+3.6% | $100,712-23.4% | $82,637-6.6% |
| Participation rate | 55.2% | 61.2%-6.0pp | 69.3%-14.1pp | 68.1%-12.9pp |
| Annual return | 17.21% | 18.92%-1.7pp | 33.27%-16.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,324 | $1,503+54.7% | $2,313+0.5% | $2,552-8.9% |
| Participant deferral / active EE | $4,237 | $3,074+37.8% | $4,085+3.7% | $4,126+2.7% |
| Admin fee / account holder | $2,893 | $6,576-56.0% | $9,256-68.7% | $7,339-60.6% |