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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 | $62,809 | $184,014-65.9% | $161,149-61.0% | $138,895-54.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 24.51% | 21.52%+3.0pp | 21.16%+3.4pp | 145.39%-120.9pp |
| Employer contribution / active EE | $5,548 | $5,055+9.8% | $4,360+27.2% | $4,194+32.3% |
| Participant deferral / active EE | $8,626 | $6,909+24.8% | $6,153+40.2% | $6,396+34.9% |
| Admin fee / account holder | $2,633 | $18,027-85.4% | $15,194-82.7% | $12,562-79.0% |