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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 | $50,972 | $73,978-31.1% | $96,515-47.2% | $75,173-32.2% |
| Participation rate | 69.4% | 66.4%+3.0pp | 74.3%-4.9pp | 67.2%+2.2pp |
| Annual return | 23.50% | 26.72%-3.2pp | 35.73%-12.2pp | 160.72%-137.2pp |
| Employer contribution / active EE | $2,817 | $2,931-3.9% | $3,740-24.7% | $2,671+5.5% |
| Participant deferral / active EE | $6,493 | $3,660+77.4% | $4,880+33.1% | $4,126+57.4% |
| Admin fee / account holder | $1,060 | $5,219-79.7% | $6,735-84.3% | $5,651-81.2% |