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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 | $108,225 | $95,959+12.8% | $97,411+11.1% | $138,895-22.1% |
| Participation rate | 69.2% | 81.8%-12.6pp | 80.4%-11.2pp | 79.9%-10.7pp |
| Annual return | 18.21% | 29.30%-11.1pp | 34.72%-16.5pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,774 | $4,278-35.2% | $4,210-34.1% | $4,194-33.9% |
| Participant deferral / active EE | $2,833 | $5,876-51.8% | $5,886-51.9% | $6,396-55.7% |
| Admin fee / account holder | $437 | $7,555-94.2% | $7,145-93.9% | $12,562-96.5% |