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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 | $98,221 | $86,949+13.0% | $102,460-4.1% | $80,959+21.3% |
| Participation rate | 68.5% | 72.4%-3.9pp | 76.5%-8.0pp | 67.7%+0.9pp |
| Annual return | 15.56% | 18.89%-3.3pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,140 | $2,370-9.7% | $3,025-29.2% | $2,757-22.4% |
| Participant deferral / active EE | $4,440 | $4,121+7.7% | $5,056-12.2% | $4,300+3.2% |
| Admin fee / account holder | $22,630 | $8,048+181.2% | $9,460+139.2% | $6,925+226.8% |