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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 | $80,447 | $73,988+8.7% | $96,538-16.7% | $75,177+7.0% |
| Participation rate | 51.1% | 66.4%-15.4pp | 74.3%-23.3pp | 67.2%-16.1pp |
| Annual return | 22.57% | 26.73%-4.2pp | 35.74%-13.2pp | 160.75%-138.2pp |
| Employer contribution / active EE | $4,010 | $2,930+36.8% | $3,740+7.2% | $2,671+50.1% |
| Participant deferral / active EE | $3,162 | $3,660-13.6% | $4,880-35.2% | $4,126-23.4% |
| Admin fee / account holder | $983 | $5,220-81.2% | $6,737-85.4% | $5,651-82.6% |