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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 | $79,022 | $58,627+34.8% | $76,735+3.0% | $82,448-4.2% |
| Participation rate | 61.4% | 63.2%-1.8pp | 69.5%-8.1pp | 68.1%-6.6pp |
| Annual return | 15.70% | 39.10%-23.4pp | 29.77%-14.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,019 | $1,729+16.8% | $2,454-17.7% | $2,551-20.9% |
| Participant deferral / active EE | $5,723 | $3,134+82.6% | $4,088+40.0% | $4,139+38.3% |
| Admin fee / account holder | $6,280 | $5,323+18.0% | $7,189-12.7% | $7,234-13.2% |