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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 | $96,289-18.1% | $213,469-63.1% | $87,485-9.9% |
| Participation rate | 69.3% | 69.6%-0.3pp | 77.1%-7.8pp | 68.9%+0.4pp |
| Annual return | 18.95% | 17.78%+1.2pp | 20.58%-1.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $4,216 | $3,035+38.9% | $4,994-15.6% | $2,596+62.4% |
| Participant deferral / active EE | $8,350 | $4,750+75.8% | $6,841+22.1% | $4,274+95.4% |
| Admin fee / account holder | $3,664 | $9,670-62.1% | $27,141-86.5% | $7,775-52.9% |