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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 | $100,099 | $72,471+38.1% | $94,215+6.2% | $86,983+15.1% |
| Participation rate | 63.9% | 63.9%+0.1pp | 70.0%-6.0pp | 69.5%-5.6pp |
| Annual return | 13.87% | 26.44%-12.6pp | 28.22%-14.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,682 | $1,936-13.1% | $2,675-37.1% | $2,584-34.9% |
| Participant deferral / active EE | $4,110 | $3,397+21.0% | $4,276-3.9% | $4,194-2.0% |
| Admin fee / account holder | $8,788 | $6,468+35.9% | $10,216-14.0% | $7,856+11.9% |