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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 | $59,194 | $57,590+2.8% | $86,233-31.4% | $82,448-28.2% |
| Participation rate | 64.9% | 57.9%+7.0pp | 69.0%-4.2pp | 68.1%-3.2pp |
| Annual return | 15.47% | 22.41%-6.9pp | 61.39%-45.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,794 | $1,655+68.8% | $2,504+11.6% | $2,551+9.5% |
| Participant deferral / active EE | $6,959 | $3,080+125.9% | $4,559+52.6% | $4,139+68.1% |
| Admin fee / account holder | $8,495 | $4,730+79.6% | $8,342+1.8% | $7,234+17.4% |