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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 | $83,497 | $81,504+2.4% | $102,437-18.5% | $80,959+3.1% |
| Participation rate | 66.0% | 66.9%-0.9pp | 74.5%-8.6pp | 67.7%-1.7pp |
| Annual return | 39.04% | 25.60%+13.4pp | 24.95%+14.1pp | 35.67%+3.4pp |
| Employer contribution / active EE | $2,381 | $3,104-23.3% | $3,871-38.5% | $2,757-13.7% |
| Participant deferral / active EE | $5,565 | $3,871+43.8% | $5,060+10.0% | $4,300+29.4% |
| Admin fee / account holder | $4,390 | $6,719-34.7% | $8,388-47.7% | $6,925-36.6% |