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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 | $99,446 | $102,245-2.7% | $89,340+11.3% | $137,256-27.5% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 22.53% | 21.89%+0.6pp | 20.57%+2.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $5,776 | $2,529+128.4% | $2,231+158.9% | $4,156+39.0% |
| Participant deferral / active EE | $13,533 | $4,436+205.1% | $3,823+254.0% | $6,407+111.2% |
| Admin fee / account holder | $11,119 | $8,085+37.5% | $6,704+65.9% | $12,270-9.4% |