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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 | $85,444 | $81,358+5.0% | $155,556-45.1% | $80,959+5.5% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 16.72% | 33.39%-16.7pp | 64.84%-48.1pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,062 | $3,106-1.4% | $4,675-34.5% | $2,757+11.1% |
| Participant deferral / active EE | $5,003 | $3,455+44.8% | $5,631-11.2% | $4,300+16.3% |
| Admin fee / account holder | $2,498 | $7,994-68.8% | $15,885-84.3% | $6,925-63.9% |