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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 | $87,556 | $58,848+48.8% | $88,179-0.7% | $82,637+6.0% |
| Participation rate | 69.2% | 57.9%+11.3pp | 69.1%+0.1pp | 68.1%+1.2pp |
| Annual return | 17.90% | 22.76%-4.9pp | 64.97%-47.1pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,160 | $1,678-30.9% | $2,549-54.5% | $2,552-54.6% |
| Participant deferral / active EE | $4,100 | $3,124+31.3% | $4,614-11.1% | $4,126-0.6% |
| Admin fee / account holder | $413 | $4,795-91.4% | $7,673-94.6% | $7,339-94.4% |