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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 | $101,763+4.0% | $164,866-35.8% | $80,874+30.9% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.6%-3.4pp |
| Annual return | 15.69% | 16.73%-1.0pp | 69.97%-54.3pp | 35.62%-19.9pp |
| Employer contribution / active EE | $4,264 | $2,954+44.3% | $4,343-1.8% | $2,756+54.7% |
| Participant deferral / active EE | $6,933 | $4,477+54.9% | $6,033+14.9% | $4,297+61.3% |
| Admin fee / account holder | $1,308 | $8,228-84.1% | $12,689-89.7% | $6,935-81.1% |