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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 | $90,577 | $59,440+52.4% | $78,004+16.1% | $82,637+9.6% |
| Participation rate | 66.7% | 62.8%+3.8pp | 69.4%-2.8pp | 68.1%-1.4pp |
| Annual return | 13.29% | 40.24%-27.0pp | 31.07%-17.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $545 | $1,750-68.9% | $2,469-77.9% | $2,552-78.6% |
| Participant deferral / active EE | $5,509 | $3,138+75.5% | $4,092+34.6% | $4,126+33.5% |
| Admin fee / account holder | $7,167 | $5,504+30.2% | $7,578-5.4% | $7,339-2.3% |