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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 | $99,918 | $108,825-8.2% | $156,181-36.0% | $82,448+21.2% |
| Participation rate | 69.0% | 72.4%-3.3pp | 78.8%-9.8pp | 68.1%+1.0pp |
| Annual return | 14.95% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,354 | $2,870+16.9% | $4,294-21.9% | $2,551+31.5% |
| Participant deferral / active EE | $9,890 | $4,577+116.1% | $6,132+61.3% | $4,139+138.9% |
| Admin fee / account holder | $9,673 | $9,341+3.6% | $14,586-33.7% | $7,234+33.7% |