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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 | $114,338 | $106,864+7.0% | $147,318-22.4% | $82,637+38.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 18.06% | 27.49%-9.4pp | 70.43%-52.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $4,699 | $3,417+37.5% | $4,593+2.3% | $2,552+84.1% |
| Participant deferral / active EE | $6,822 | $6,496+5.0% | $7,906-13.7% | $4,126+65.3% |
| Admin fee / account holder | $2,997 | $8,415-64.4% | $13,708-78.1% | $7,339-59.2% |