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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 | $108,535 | $86,330+25.7% | $121,871-10.9% | $94,015+15.4% |
| Participation rate | 64.8% | 66.7%-1.9pp | 73.2%-8.4pp | 70.8%-6.0pp |
| Annual return | 26.11% | 14.95%+11.2pp | 13.57%+12.5pp | 17.84%+8.3pp |
| Employer contribution / active EE | $2,492 | $2,292+8.7% | $2,731-8.8% | $2,790-10.7% |
| Participant deferral / active EE | $5,194 | $3,146+65.1% | $4,318+20.3% | $4,249+22.2% |
| Admin fee / account holder | $830 | $7,346-88.7% | $11,551-92.8% | $8,951-90.7% |