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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 | $89,355 | $72,269+23.6% | $101,271-11.8% | $79,852+11.9% |
| Participation rate | 65.6% | 68.5%-2.8pp | 75.8%-10.2pp | 69.6%-4.0pp |
| Annual return | 16.14% | 22.29%-6.2pp | 46.48%-30.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,005 | $2,692-25.5% | $3,660-45.2% | $2,471-18.9% |
| Participant deferral / active EE | $5,927 | $3,282+80.6% | $4,371+35.6% | $3,740+58.5% |
| Admin fee / account holder | $2,993 | $4,401-32.0% | $5,948-49.7% | $5,306-43.6% |