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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 | $126,559 | $100,194+26.3% | $122,979+2.9% | $86,983+45.5% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 16.72% | 16.47%+0.2pp | 20.12%-3.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $2,222 | $2,326-4.5% | $3,062-27.5% | $2,584-14.0% |
| Participant deferral / active EE | $4,777 | $4,133+15.6% | $5,003-4.5% | $4,194+13.9% |
| Admin fee / account holder | $4,286 | $10,148-57.8% | $12,864-66.7% | $7,856-45.4% |