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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 | $89,600 | $77,962+14.9% | $178,540-49.8% | $80,935+10.7% |
| Participation rate | 68.9% | 65.7%+3.2pp | 77.1%-8.2pp | 67.7%+1.2pp |
| Annual return | 17.08% | 18.10%-1.0pp | 27.15%-10.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $5,045 | $2,280+121.2% | $3,953+27.6% | $2,757+83.0% |
| Participant deferral / active EE | $8,308 | $4,404+88.6% | $6,281+32.3% | $4,299+93.2% |
| Admin fee / account holder | $12,804 | $7,156+78.9% | $10,424+22.8% | $6,924+84.9% |