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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 | $77,713 | $48,078+61.6% | $78,676-1.2% | $62,881+23.6% |
| Participation rate | 62.2% | 65.2%-3.0pp | 73.6%-11.4pp | 69.3%-7.1pp |
| Annual return | 5.98% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $912 | $2,015-54.7% | $2,850-68.0% | $2,281-60.0% |
| Participant deferral / active EE | $2,874 | $2,587+11.1% | $3,517-18.3% | $3,203-10.3% |
| Admin fee / account holder | $2,152 | $3,206-32.9% | $4,510-52.3% | $4,296-49.9% |