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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 | $84,414 | $69,273+21.9% | $90,796-7.0% | $82,637+2.1% |
| Participation rate | 53.6% | 64.0%-10.5pp | 69.5%-15.9pp | 68.1%-14.5pp |
| Annual return | 20.21% | 18.37%+1.8pp | 19.29%+0.9pp | 53.51%-33.3pp |
| Employer contribution / active EE | $2,306 | $1,865+23.6% | $2,294+0.5% | $2,552-9.6% |
| Participant deferral / active EE | $3,753 | $3,047+23.2% | $3,822-1.8% | $4,126-9.0% |
| Admin fee / account holder | $4,639 | $5,511-15.8% | $7,024-34.0% | $7,339-36.8% |