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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 | $94,325 | $89,515+5.4% | $103,486-8.9% | $80,935+16.5% |
| Participation rate | 68.3% | 76.0%-7.7pp | 80.5%-12.3pp | 67.7%+0.6pp |
| Annual return | 11.85% | 22.82%-11.0pp | 23.93%-12.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $5,635 | $4,015+40.3% | $4,679+20.4% | $2,757+104.4% |
| Participant deferral / active EE | $5,250 | $5,463-3.9% | $6,628-20.8% | $4,299+22.1% |
| Admin fee / account holder | $2,607 | $6,527-60.1% | $9,354-72.1% | $6,924-62.4% |