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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 | $100,276 | $72,273+38.7% | $101,275-1.0% | $79,856+25.6% |
| Participation rate | 68.3% | 68.5%-0.2pp | 75.8%-7.5pp | 69.6%-1.3pp |
| Annual return | 18.91% | 22.30%-3.4pp | 46.48%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,482 | $2,691-7.8% | $3,660-32.2% | $2,471+0.4% |
| Participant deferral / active EE | $5,183 | $3,282+57.9% | $4,371+18.6% | $3,741+38.5% |
| Admin fee / account holder | $18,876 | $4,401+328.9% | $5,948+217.4% | $5,306+255.7% |