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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 | $127,669 | $112,729+13.3% | $98,716+29.3% | $137,256-7.0% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.3%+0.3pp | 80.0%-10.4pp |
| Annual return | 15.15% | 38.48%-23.3pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,625 | $2,725-40.4% | $2,279-28.7% | $4,156-60.9% |
| Participant deferral / active EE | $5,708 | $4,640+23.0% | $4,048+41.0% | $6,407-10.9% |
| Admin fee / account holder | $7,955 | $10,129-21.5% | $8,703-8.6% | $12,270-35.2% |