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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 | $110,518 | $101,795+8.6% | $165,100-33.1% | $80,959+36.5% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 13.52% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,415 | $2,954+15.6% | $4,348-21.5% | $2,757+23.9% |
| Participant deferral / active EE | $4,995 | $4,476+11.6% | $6,035-17.2% | $4,300+16.1% |
| Admin fee / account holder | $6,299 | $8,221-23.4% | $12,696-50.4% | $6,925-9.0% |