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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 | $96,149 | $67,602+42.2% | $82,312+16.8% | $70,126+37.1% |
| Participation rate | 67.4% | 72.8%-5.3pp | 76.9%-9.5pp | 69.5%-2.1pp |
| Annual return | 21.19% | 21.57%-0.4pp | 25.88%-4.7pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,966 | $1,755+12.0% | $2,428-19.0% | $2,343-16.1% |
| Participant deferral / active EE | $2,772 | $2,987-7.2% | $3,706-25.2% | $3,332-16.8% |
| Admin fee / account holder | $10,345 | $4,512+129.3% | $5,608+84.5% | $4,645+122.7% |