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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 | $84,811 | $77,358+9.6% | $102,184-17.0% | $87,485-3.1% |
| Participation rate | 64.3% | 78.7%-14.4pp | 82.6%-18.3pp | 68.9%-4.6pp |
| Annual return | 15.75% | 41.11%-25.4pp | 31.58%-15.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,796 | $2,562+9.2% | $3,594-22.2% | $2,596+7.7% |
| Participant deferral / active EE | $8,281 | $6,753+22.6% | $8,309-0.3% | $4,274+93.8% |
| Admin fee / account holder | $2,858 | $6,809-58.0% | $11,609-75.4% | $7,775-63.2% |