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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 | $57,590+52.0% | $86,233+1.5% | $82,448+6.2% |
| Participation rate | 69.2% | 57.9%+11.4pp | 69.0%+0.2pp | 68.1%+1.2pp |
| Annual return | 17.90% | 22.41%-4.5pp | 61.39%-43.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,160 | $1,655-29.9% | $2,504-53.7% | $2,551-54.5% |
| Participant deferral / active EE | $4,100 | $3,080+33.1% | $4,559-10.1% | $4,139-0.9% |
| Admin fee / account holder | $413 | $4,730-91.3% | $8,342-95.0% | $7,234-94.3% |