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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 | $69,444+13.8% | $92,985-15.0% | $87,485-9.7% |
| Participation rate | 61.4% | 63.3%-1.9pp | 69.5%-8.1pp | 68.9%-7.5pp |
| Annual return | 15.70% | 23.85%-8.2pp | 27.99%-12.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,019 | $1,917+5.3% | $2,662-24.2% | $2,596-22.2% |
| Participant deferral / active EE | $5,723 | $3,364+70.1% | $4,377+30.8% | $4,274+33.9% |
| Admin fee / account holder | $6,280 | $6,137+2.3% | $9,463-33.6% | $7,775-19.2% |