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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 | $81,233+5.2% | $155,567-45.1% | $80,874+5.7% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 16.72% | 33.33%-16.6pp | 64.74%-48.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $3,062 | $3,101-1.2% | $4,674-34.5% | $2,756+11.1% |
| Participant deferral / active EE | $5,003 | $3,452+44.9% | $5,628-11.1% | $4,297+16.4% |
| Admin fee / account holder | $2,498 | $7,998-68.8% | $15,916-84.3% | $6,935-64.0% |