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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 | $101,327 | $101,778-0.4% | $164,975-38.6% | $80,925+25.2% |
| Participation rate | 58.7% | 71.8%-13.1pp | 78.6%-19.9pp | 67.7%-9.0pp |
| Annual return | 12.28% | 16.73%-4.4pp | 70.12%-57.8pp | 35.65%-23.4pp |
| Employer contribution / active EE | $4,490 | $2,954+52.0% | $4,343+3.4% | $2,756+62.9% |
| Participant deferral / active EE | $7,362 | $4,477+64.4% | $6,033+22.0% | $4,299+71.3% |
| Admin fee / account holder | $6,730 | $8,221-18.1% | $12,688-47.0% | $6,940-3.0% |