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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 | $76,259 | $59,440+28.3% | $78,004-2.2% | $82,637-7.7% |
| Participation rate | 61.0% | 62.8%-1.8pp | 69.4%-8.4pp | 68.1%-7.0pp |
| Annual return | 15.54% | 40.24%-24.7pp | 31.07%-15.5pp | 53.51%-38.0pp |
| Employer contribution / active EE | $4,498 | $1,750+157.0% | $2,469+82.2% | $2,552+76.2% |
| Participant deferral / active EE | $5,280 | $3,138+68.2% | $4,092+29.0% | $4,126+28.0% |
| Admin fee / account holder | $6,601 | $5,504+19.9% | $7,578-12.9% | $7,339-10.1% |