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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 | $74,269 | $78,672-5.6% | $109,163-32.0% | $85,856-13.5% |
| Participation rate | 69.4% | 68.3%+1.1pp | 75.9%-6.5pp | 69.3%0pp |
| Annual return | 24.43% | 25.09%-0.7pp | 25.75%-1.3pp | 318.58%-294.2pp |
| Employer contribution / active EE | $2,976 | $2,734+8.9% | $3,723-20.0% | $2,565+16.0% |
| Participant deferral / active EE | $6,928 | $3,467+99.8% | $4,654+48.9% | $3,952+75.3% |
| Admin fee / account holder | $2,511 | $5,470-54.1% | $6,754-62.8% | $6,261-59.9% |