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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 | $103,203 | $93,617+10.2% | $135,982-24.1% | $75,177+37.3% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.1pp | 67.2%+0.7pp |
| Annual return | 31.81% | 30.89%+0.9pp | 68.32%-36.5pp | 160.75%-128.9pp |
| Employer contribution / active EE | $3,607 | $3,538+1.9% | $4,859-25.8% | $2,671+35.0% |
| Participant deferral / active EE | $9,945 | $6,406+55.2% | $7,760+28.2% | $4,126+141.0% |
| Admin fee / account holder | $609 | $6,980-91.3% | $10,767-94.3% | $5,651-89.2% |