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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 | $74,991 | $74,535+0.6% | $100,712-25.5% | $82,637-9.3% |
| Participation rate | 57.6% | 61.2%-3.6pp | 69.3%-11.7pp | 68.1%-10.5pp |
| Annual return | 15.55% | 18.92%-3.4pp | 33.27%-17.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,366 | $1,503+57.5% | $2,313+2.3% | $2,552-7.3% |
| Participant deferral / active EE | $5,305 | $3,074+72.6% | $4,085+29.9% | $4,126+28.6% |
| Admin fee / account holder | $5,460 | $6,576-17.0% | $9,256-41.0% | $7,339-25.6% |