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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 | $90,777 | $81,476+11.4% | $102,383-11.3% | $80,925+12.2% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.7%-2.0pp |
| Annual return | 12.68% | 25.59%-12.9pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $5,515 | $3,105+77.6% | $3,870+42.5% | $2,756+100.1% |
| Participant deferral / active EE | $9,296 | $3,871+140.2% | $5,060+83.7% | $4,299+116.3% |
| Admin fee / account holder | $1,111 | $6,717-83.5% | $8,391-86.8% | $6,940-84.0% |