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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 | $90,614 | $63,845+41.9% | $81,370+11.4% | $80,959+11.9% |
| Participation rate | 65.5% | 63.9%+1.6pp | 69.5%-4.0pp | 67.7%-2.2pp |
| Annual return | 15.57% | 16.37%-0.8pp | 24.85%-9.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,312 | $1,980+67.3% | $2,464+34.4% | $2,757+20.1% |
| Participant deferral / active EE | $8,229 | $3,093+166.1% | $3,885+111.8% | $4,300+91.3% |
| Admin fee / account holder | $908 | $5,688-84.0% | $5,749-84.2% | $6,925-86.9% |