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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 | $132,868 | $135,956-2.3% | $123,894+7.2% | $273,972-51.5% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 7.56% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,880 | $5,170-5.6% | $4,617+5.7% | $4,869+0.2% |
| Participant deferral / active EE | $8,595 | $6,343+35.5% | $5,984+43.6% | $5,287+62.6% |
| Admin fee / account holder | $7,349 | $9,817-25.1% | $8,357-12.1% | $10,133-27.5% |