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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 | $108,544 | $101,795+6.6% | $165,100-34.3% | $80,959+34.1% |
| Participation rate | 63.3% | 71.8%-8.5pp | 78.6%-15.3pp | 67.7%-4.3pp |
| Annual return | 13.09% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,465 | $2,954+17.3% | $4,348-20.3% | $2,757+25.7% |
| Participant deferral / active EE | $7,619 | $4,476+70.2% | $6,035+26.2% | $4,300+77.2% |
| Admin fee / account holder | $3,953 | $8,221-51.9% | $12,696-68.9% | $6,925-42.9% |