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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 | $95,802 | $95,404+0.4% | $113,397-15.5% | $82,637+15.9% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 18.04% | 19.08%-1.0pp | 23.20%-5.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,157 | $2,307-6.5% | $2,977-27.6% | $2,552-15.5% |
| Participant deferral / active EE | $5,044 | $4,220+19.5% | $5,076-0.6% | $4,126+22.2% |
| Admin fee / account holder | $3,593 | $9,168-60.8% | $11,957-70.0% | $7,339-51.0% |