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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 | $104,652 | $95,453+9.6% | $112,040-6.6% | $82,448+26.9% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.5%-16.8pp | 68.1%-8.4pp |
| Annual return | 14.71% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,750 | $2,318+18.6% | $2,954-6.9% | $2,551+7.8% |
| Participant deferral / active EE | $3,357 | $4,224-20.5% | $5,098-34.1% | $4,139-18.9% |
| Admin fee / account holder | $7,726 | $9,013-14.3% | $12,098-36.1% | $7,234+6.8% |