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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 | $79,527 | $67,894+17.1% | $89,340-11.0% | $82,448-3.5% |
| Participation rate | 68.6% | 64.0%+4.5pp | 69.6%-1.0pp | 68.1%+0.5pp |
| Annual return | 15.75% | 19.21%-3.5pp | 20.57%-4.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,199 | $1,828+20.3% | $2,231-1.5% | $2,551-13.8% |
| Participant deferral / active EE | $4,028 | $3,072+31.1% | $3,823+5.4% | $4,139-2.7% |
| Admin fee / account holder | $18,735 | $5,723+227.4% | $6,704+179.5% | $7,234+159.0% |