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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 | $67,894+24.3% | $89,340-5.5% | $82,448+2.4% |
| Participation rate | 53.6% | 64.0%-10.5pp | 69.6%-16.0pp | 68.1%-14.5pp |
| Annual return | 20.21% | 19.21%+1.0pp | 20.57%-0.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,306 | $1,828+26.2% | $2,231+3.3% | $2,551-9.6% |
| Participant deferral / active EE | $3,753 | $3,072+22.2% | $3,823-1.8% | $4,139-9.3% |
| Admin fee / account holder | $4,639 | $5,723-18.9% | $6,704-30.8% | $7,234-35.9% |