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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 | $122,215 | $76,407+60.0% | $150,298-18.7% | $82,448+48.2% |
| Participation rate | 68.8% | 66.4%+2.4pp | 77.8%-9.0pp | 68.1%+0.7pp |
| Annual return | 18.39% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,069 | $2,614+17.4% | $4,154-26.1% | $2,551+20.3% |
| Participant deferral / active EE | $7,420 | $3,214+130.9% | $5,453+36.1% | $4,139+79.3% |
| Admin fee / account holder | $3,638 | $6,352-42.7% | $14,116-74.2% | $7,234-49.7% |