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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 | $78,840 | $99,633-20.9% | $183,328-57.0% | $82,448-4.4% |
| Participation rate | 69.3% | 70.8%-1.4pp | 77.3%-8.0pp | 68.1%+1.3pp |
| Annual return | 18.95% | 17.84%+1.1pp | 29.67%-10.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,216 | $3,256+29.5% | $5,055-16.6% | $2,551+65.3% |
| Participant deferral / active EE | $8,350 | $4,938+69.1% | $6,795+22.9% | $4,139+101.7% |
| Admin fee / account holder | $3,664 | $9,934-63.1% | $21,427-82.9% | $7,234-49.3% |