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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 | $78,846 | $78,015+1.1% | $178,505-55.8% | $80,959-2.6% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.5pp | 67.7%+2.0pp |
| Annual return | 19.86% | 18.10%+1.8pp | 27.16%-7.3pp | 35.67%-15.8pp |
| Employer contribution / active EE | $3,933 | $2,281+72.4% | $3,955-0.6% | $2,757+42.6% |
| Participant deferral / active EE | $8,419 | $4,406+91.1% | $6,280+34.1% | $4,300+95.8% |
| Admin fee / account holder | $5,456 | $7,160-23.8% | $10,428-47.7% | $6,925-21.2% |