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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 | $99,303 | $84,953+16.9% | $163,379-39.2% | $82,637+20.2% |
| Participation rate | 60.8% | 65.9%-5.2pp | 76.8%-16.0pp | 68.1%-7.3pp |
| Annual return | 16.14% | 23.07%-6.9pp | 63.41%-47.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $5,091 | $2,183+133.3% | $3,752+35.7% | $2,552+99.5% |
| Participant deferral / active EE | $10,051 | $4,326+132.3% | $6,282+60.0% | $4,126+143.6% |
| Admin fee / account holder | $16,050 | $7,921+102.6% | $9,818+63.5% | $7,339+118.7% |