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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 | $121,019 | $101,795+18.9% | $165,100-26.7% | $80,959+49.5% |
| Participation rate | 67.7% | 71.8%-4.1pp | 78.6%-10.9pp | 67.7%+0.1pp |
| Annual return | 17.40% | 16.73%+0.7pp | 70.21%-52.8pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,313 | $2,954+12.2% | $4,348-23.8% | $2,757+20.2% |
| Participant deferral / active EE | $7,751 | $4,476+73.2% | $6,035+28.4% | $4,300+80.2% |
| Admin fee / account holder | $453 | $8,221-94.5% | $12,696-96.4% | $6,925-93.5% |