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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 | $82,404 | $58,848+40.0% | $88,179-6.5% | $82,637-0.3% |
| Participation rate | 54.3% | 57.9%-3.6pp | 69.1%-14.9pp | 68.1%-13.8pp |
| Annual return | 19.13% | 22.76%-3.6pp | 64.97%-45.8pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,205 | $1,678+31.4% | $2,549-13.5% | $2,552-13.6% |
| Participant deferral / active EE | $4,889 | $3,124+56.5% | $4,614+6.0% | $4,126+18.5% |
| Admin fee / account holder | $6,866 | $4,795+43.2% | $7,673-10.5% | $7,339-6.4% |