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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 | $77,162 | $70,418+9.6% | $96,570-20.1% | $85,847-10.1% |
| Participation rate | 68.1% | 61.8%+6.3pp | 69.8%-1.7pp | 69.3%-1.2pp |
| Annual return | 21.19% | 18.59%+2.6pp | 37.79%-16.6pp | 318.61%-297.4pp |
| Employer contribution / active EE | $2,390 | $1,413+69.1% | $2,357+1.4% | $2,565-6.8% |
| Participant deferral / active EE | $4,834 | $2,894+67.0% | $3,849+25.6% | $3,952+22.3% |
| Admin fee / account holder | $945 | $4,995-81.1% | $6,182-84.7% | $6,261-84.9% |