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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 | $93,162 | $79,955+16.5% | $98,450-5.4% | $75,181+23.9% |
| Participation rate | 59.5% | 70.4%-10.8pp | 75.2%-15.6pp | 67.2%-7.7pp |
| Annual return | 16.78% | 19.75%-3.0pp | 21.16%-4.4pp | 160.69%-143.9pp |
| Employer contribution / active EE | $2,400 | $2,264+6.0% | $3,049-21.3% | $2,671-10.1% |
| Participant deferral / active EE | $7,185 | $3,752+91.5% | $4,739+51.6% | $4,126+74.1% |
| Admin fee / account holder | $434 | $6,841-93.7% | $8,961-95.2% | $5,650-92.3% |