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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 | $119,658 | $123,793-3.3% | $177,840-32.7% | $79,852+49.9% |
| Participation rate | 61.5% | 84.7%-23.1pp | 87.7%-26.2pp | 69.6%-8.1pp |
| Annual return | 14.99% | 22.82%-7.8pp | 48.32%-33.3pp | 31.72%-16.7pp |
| Employer contribution / active EE | $5,244 | $4,095+28.0% | $5,919-11.4% | $2,471+112.2% |
| Participant deferral / active EE | $8,625 | $5,956+44.8% | $7,714+11.8% | $3,740+130.6% |
| Admin fee / account holder | $8,898 | $7,243+22.9% | $12,431-28.4% | $5,306+67.7% |