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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 | $72,880 | $67,894+7.3% | $89,340-18.4% | $82,448-11.6% |
| Participation rate | 63.0% | 64.0%-1.1pp | 69.6%-6.6pp | 68.1%-5.1pp |
| Annual return | 15.16% | 19.21%-4.0pp | 20.57%-5.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,360 | $1,828+29.1% | $2,231+5.8% | $2,551-7.5% |
| Participant deferral / active EE | $5,320 | $3,072+73.2% | $3,823+39.2% | $4,139+28.5% |
| Admin fee / account holder | $4,234 | $5,723-26.0% | $6,704-36.8% | $7,234-41.5% |