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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 | $79,559 | $69,273+14.8% | $90,796-12.4% | $82,637-3.7% |
| Participation rate | 58.5% | 64.0%-5.5pp | 69.5%-10.9pp | 68.1%-9.5pp |
| Annual return | 15.13% | 18.37%-3.2pp | 19.29%-4.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,031 | $1,865+8.9% | $2,294-11.5% | $2,552-20.4% |
| Participant deferral / active EE | $6,736 | $3,047+121.0% | $3,822+76.2% | $4,126+63.2% |
| Admin fee / account holder | $14,924 | $5,511+170.8% | $7,024+112.5% | $7,339+103.4% |