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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 | $69,273+5.2% | $90,796-19.7% | $82,637-11.8% |
| Participation rate | 63.0% | 64.0%-1.1pp | 69.5%-6.5pp | 68.1%-5.1pp |
| Annual return | 15.16% | 18.37%-3.2pp | 19.29%-4.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,360 | $1,865+26.5% | $2,294+2.9% | $2,552-7.5% |
| Participant deferral / active EE | $5,320 | $3,047+74.6% | $3,822+39.2% | $4,126+28.9% |
| Admin fee / account holder | $4,234 | $5,511-23.2% | $7,024-39.7% | $7,339-42.3% |