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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 | $73,216 | $77,677-5.7% | $109,188-32.9% | $79,389-7.8% |
| Participation rate | 66.4% | 67.8%-1.4pp | 75.9%-9.5pp | 70.7%-4.3pp |
| Annual return | 26.11% | 23.44%+2.7pp | 25.76%+0.4pp | 116.89%-90.8pp |
| Employer contribution / active EE | $2,865 | $2,798+2.4% | $3,723-23.1% | $2,428+18.0% |
| Participant deferral / active EE | $6,515 | $3,517+85.2% | $4,654+40.0% | $4,046+61.0% |
| Admin fee / account holder | $2,630 | $732+259.1% | $6,755-61.1% | $626+319.9% |