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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 | $99,563 | $95,453+4.3% | $112,040-11.1% | $82,448+20.8% |
| Participation rate | 68.9% | 72.8%-3.8pp | 76.5%-7.6pp | 68.1%+0.9pp |
| Annual return | 19.25% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,117 | $2,318-8.7% | $2,954-28.3% | $2,551-17.0% |
| Participant deferral / active EE | $4,808 | $4,224+13.8% | $5,098-5.7% | $4,139+16.2% |
| Admin fee / account holder | $10,990 | $9,013+21.9% | $12,098-9.2% | $7,234+51.9% |