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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 | $100,291 | $95,453+5.1% | $112,040-10.5% | $82,448+21.6% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 16.11% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,195 | $2,318+81.0% | $2,954+42.0% | $2,551+64.5% |
| Participant deferral / active EE | $7,945 | $4,224+88.1% | $5,098+55.9% | $4,139+91.9% |
| Admin fee / account holder | $15,030 | $9,013+66.8% | $12,098+24.2% | $7,234+107.8% |