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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 | $69,444+9.8% | $92,985-18.0% | $87,485-12.8% |
| Participation rate | 61.0% | 63.3%-2.3pp | 69.5%-8.5pp | 68.9%-7.9pp |
| Annual return | 15.54% | 23.85%-8.3pp | 27.99%-12.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $4,498 | $1,917+134.6% | $2,662+69.0% | $2,596+73.2% |
| Participant deferral / active EE | $5,280 | $3,364+56.9% | $4,377+20.6% | $4,274+23.5% |
| Admin fee / account holder | $6,601 | $6,137+7.5% | $9,463-30.3% | $7,775-15.1% |