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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 | $74,951 | $73,978+1.3% | $96,515-22.3% | $75,173-0.3% |
| Participation rate | 62.9% | 66.4%-3.6pp | 74.3%-11.5pp | 67.2%-4.3pp |
| Annual return | 22.68% | 26.72%-4.0pp | 35.73%-13.0pp | 160.72%-138.0pp |
| Employer contribution / active EE | $2,762 | $2,931-5.8% | $3,740-26.1% | $2,671+3.4% |
| Participant deferral / active EE | $6,437 | $3,660+75.9% | $4,880+31.9% | $4,126+56.0% |
| Admin fee / account holder | $2,557 | $5,219-51.0% | $6,735-62.0% | $5,651-54.8% |