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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 | $120,782 | $103,164+17.1% | $90,259+33.8% | $154,746-21.9% |
| Participation rate | 64.7% | 76.1%-11.4pp | 70.7%-6.0pp | 80.7%-16.0pp |
| Annual return | 18.47% | 19.25%-0.8pp | 18.88%-0.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $6,214 | $2,532+145.4% | $2,291+171.2% | $4,379+41.9% |
| Participant deferral / active EE | $9,910 | $4,422+124.1% | $3,827+159.0% | $6,730+47.2% |
| Admin fee / account holder | $1,053 | $8,593-87.7% | $7,267-85.5% | $14,365-92.7% |