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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 | $97,158 | $177,156-45.2% | $147,027-33.9% | $154,746-37.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 15.42% | 21.94%-6.5pp | 20.23%-4.8pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,217 | $4,336-2.8% | $3,626+16.3% | $4,379-3.7% |
| Participant deferral / active EE | $9,543 | $5,797+64.6% | $4,933+93.5% | $6,730+41.8% |
| Admin fee / account holder | $1,054 | $14,904-92.9% | $12,223-91.4% | $14,365-92.7% |