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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 | $121,153 | $156,398-22.5% | $147,318-17.8% | $138,895-12.8% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 16.78% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $5,535 | $4,853+14.1% | $4,593+20.5% | $4,194+32.0% |
| Participant deferral / active EE | $8,609 | $8,237+4.5% | $7,906+8.9% | $6,396+34.6% |
| Admin fee / account holder | $989 | $14,976-93.4% | $13,708-92.8% | $12,562-92.1% |