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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 | $95,089 | $73,978+28.5% | $96,515-1.5% | $75,173+26.5% |
| Participation rate | 67.9% | 66.4%+1.5pp | 74.3%-6.4pp | 67.2%+0.7pp |
| Annual return | 19.08% | 26.72%-7.6pp | 35.73%-16.7pp | 160.72%-141.6pp |
| Employer contribution / active EE | $2,834 | $2,931-3.3% | $3,740-24.2% | $2,671+6.1% |
| Participant deferral / active EE | $7,567 | $3,660+106.7% | $4,880+55.1% | $4,126+83.4% |
| Admin fee / account holder | $7,218 | $5,219+38.3% | $6,735+7.2% | $5,651+27.7% |