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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 | $59,952 | $64,920-7.7% | $103,693-42.2% | $86,983-31.1% |
| Participation rate | 68.4% | 63.6%+4.8pp | 72.6%-4.2pp | 69.5%-1.1pp |
| Annual return | 19.93% | 30.29%-10.4pp | 47.61%-27.7pp | 25.83%-5.9pp |
| Employer contribution / active EE | $2,259 | $2,141+5.5% | $2,920-22.7% | $2,584-12.6% |
| Participant deferral / active EE | $5,218 | $3,241+61.0% | $4,579+13.9% | $4,194+24.4% |
| Admin fee / account holder | $2,295 | $6,191-62.9% | $7,858-70.8% | $7,856-70.8% |