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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 | $87,368 | $54,763+59.5% | $90,324-3.3% | $72,976+19.7% |
| Participation rate | 65.1% | 65.2%0pp | 73.3%-8.2pp | 69.5%-4.4pp |
| Annual return | 20.11% | 30.63%-10.5pp | 78.15%-58.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,505 | $2,887+56.0% | $3,885+15.9% | $3,608+24.9% |
| Admin fee / account holder | $5,316 | $3,973+33.8% | $5,356-0.7% | $5,124+3.7% |