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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 | $58,848+0.6% | $88,179-32.9% | $82,637-28.4% |
| Participation rate | 64.9% | 57.9%+7.0pp | 69.1%-4.3pp | 68.1%-3.2pp |
| Annual return | 15.47% | 22.76%-7.3pp | 64.97%-49.5pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,794 | $1,678+66.5% | $2,549+9.6% | $2,552+9.5% |
| Participant deferral / active EE | $6,959 | $3,124+122.8% | $4,614+50.8% | $4,126+68.7% |
| Admin fee / account holder | $8,495 | $4,795+77.2% | $7,673+10.7% | $7,339+15.8% |