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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 | $58,627+30.1% | $76,735-0.6% | $82,448-7.5% |
| Participation rate | 61.0% | 63.2%-2.2pp | 69.5%-8.5pp | 68.1%-7.1pp |
| Annual return | 15.54% | 39.10%-23.6pp | 29.77%-14.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,498 | $1,729+160.1% | $2,454+83.3% | $2,551+76.3% |
| Participant deferral / active EE | $5,280 | $3,134+68.5% | $4,088+29.2% | $4,139+27.6% |
| Admin fee / account holder | $6,601 | $5,323+24.0% | $7,189-8.2% | $7,234-8.8% |