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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 | $117,818 | $97,648+20.7% | $121,663-3.2% | $87,485+34.7% |
| Participation rate | 66.7% | 70.5%-3.8pp | 74.5%-7.8pp | 68.9%-2.3pp |
| Annual return | 21.02% | 18.03%+3.0pp | 147.54%-126.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $2,608 | $2,300+13.4% | $3,020-13.7% | $2,596+0.4% |
| Participant deferral / active EE | $6,262 | $3,923+59.6% | $4,887+28.1% | $4,274+46.5% |
| Admin fee / account holder | $4,362 | $11,100-60.7% | $14,289-69.5% | $7,775-43.9% |