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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 | $112,549 | $100,970+11.5% | $96,576+16.5% | $137,256-18.0% |
| Participation rate | 63.6% | 82.6%-19.0pp | 81.4%-17.8pp | 80.0%-16.3pp |
| Annual return | 18.14% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,944 | $3,809+3.5% | $3,553+11.0% | $4,156-5.1% |
| Participant deferral / active EE | $11,354 | $8,286+37.0% | $7,956+42.7% | $6,407+77.2% |
| Admin fee / account holder | $1,691 | $11,312-85.0% | $11,381-85.1% | $12,270-86.2% |