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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 | $81,619 | $67,894+20.2% | $89,340-8.6% | $82,448-1.0% |
| Participation rate | 58.8% | 64.0%-5.2pp | 69.6%-10.7pp | 68.1%-9.2pp |
| Annual return | 16.02% | 19.21%-3.2pp | 20.57%-4.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,142 | $1,828+17.2% | $2,231-4.0% | $2,551-16.0% |
| Participant deferral / active EE | $4,609 | $3,072+50.0% | $3,823+20.6% | $4,139+11.4% |
| Admin fee / account holder | $11,525 | $5,723+101.4% | $6,704+71.9% | $7,234+59.3% |