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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 | $141,886 | $102,609+38.3% | $98,090+44.6% | $138,895+2.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 13.06% | 36.44%-23.4pp | 37.05%-24.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $4,677 | $3,867+20.9% | $3,606+29.7% | $4,194+11.5% |
| Participant deferral / active EE | $9,674 | $8,167+18.4% | $7,845+23.3% | $6,396+51.2% |
| Admin fee / account holder | $2,453 | $11,434-78.5% | $11,815-79.2% | $12,562-80.5% |