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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 | $89,698+5.2% | $103,464-8.8% | $80,874+16.6% |
| Participation rate | 68.3% | 76.0%-7.7pp | 80.5%-12.2pp | 67.6%+0.6pp |
| Annual return | 11.85% | 22.78%-10.9pp | 23.91%-12.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $5,635 | $4,018+40.2% | $4,677+20.5% | $2,756+104.5% |
| Participant deferral / active EE | $5,250 | $5,456-3.8% | $6,624-20.7% | $4,297+22.2% |
| Admin fee / account holder | $2,607 | $6,768-61.5% | $9,410-72.3% | $6,935-62.4% |