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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 | $85,066 | $72,273+17.7% | $101,275-16.0% | $79,856+6.5% |
| Participation rate | 68.8% | 68.5%+0.4pp | 75.8%-7.0pp | 69.6%-0.8pp |
| Annual return | 13.03% | 22.30%-9.3pp | 46.48%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,349 | $2,691-12.7% | $3,660-35.8% | $2,471-4.9% |
| Participant deferral / active EE | $5,003 | $3,282+52.5% | $4,371+14.5% | $3,741+33.8% |
| Admin fee / account holder | $1,598 | $4,401-63.7% | $5,948-73.1% | $5,306-69.9% |