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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 | $121,017 | $73,787+64.0% | $98,716+22.6% | $82,448+46.8% |
| Participation rate | 64.1% | 61.4%+2.7pp | 69.3%-5.2pp | 68.1%-4.0pp |
| Annual return | 15.87% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,092 | $1,511+38.4% | $2,279-8.2% | $2,551-18.0% |
| Participant deferral / active EE | $6,515 | $3,081+111.4% | $4,048+61.0% | $4,139+57.4% |
| Admin fee / account holder | $2,983 | $6,500-54.1% | $8,703-65.7% | $7,234-58.8% |