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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 | $98,899 | $76,834+28.7% | $108,359-8.7% | $87,485+13.0% |
| Participation rate | 62.9% | 61.7%+1.2pp | 70.1%-7.2pp | 68.9%-6.0pp |
| Annual return | 18.27% | 19.09%-0.8pp | 36.89%-18.6pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,637 | $1,556+69.4% | $2,399+9.9% | $2,596+1.6% |
| Participant deferral / active EE | $4,617 | $3,100+48.9% | $4,137+11.6% | $4,274+8.0% |
| Admin fee / account holder | $3,923 | $6,537-40.0% | $9,741-59.7% | $7,775-49.5% |