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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 | $77,923 | $80,855-3.6% | $153,416-49.2% | $86,983-10.4% |
| Participation rate | 69.2% | 64.1%+5.1pp | 74.3%-5.1pp | 69.5%-0.3pp |
| Annual return | 11.04% | 16.18%-5.1pp | 17.84%-6.8pp | 25.83%-14.8pp |
| Employer contribution / active EE | $2,756 | $2,308+19.4% | $3,764-26.8% | $2,584+6.6% |
| Participant deferral / active EE | $3,622 | $3,333+8.7% | $4,723-23.3% | $4,194-13.6% |
| Admin fee / account holder | $12,625 | $6,908+82.8% | $13,095-3.6% | $7,856+60.7% |