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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 | $141,117 | $108,825+29.7% | $156,181-9.6% | $82,448+71.2% |
| Participation rate | 69.0% | 72.4%-3.4pp | 78.8%-9.9pp | 68.1%+0.9pp |
| Annual return | 18.09% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,246 | $2,870+13.1% | $4,294-24.4% | $2,551+27.2% |
| Participant deferral / active EE | $8,391 | $4,577+83.3% | $6,132+36.8% | $4,139+102.7% |
| Admin fee / account holder | $17,827 | $9,341+90.9% | $14,586+22.2% | $7,234+146.4% |