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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 | $105,833 | $101,795+4.0% | $165,100-35.9% | $80,959+30.7% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.7%-3.4pp |
| Annual return | 15.69% | 16.73%-1.0pp | 70.21%-54.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $4,264 | $2,954+44.4% | $4,348-1.9% | $2,757+54.6% |
| Participant deferral / active EE | $6,933 | $4,476+54.9% | $6,035+14.9% | $4,300+61.2% |
| Admin fee / account holder | $1,308 | $8,221-84.1% | $12,696-89.7% | $6,925-81.1% |