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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 | $69,444+44.1% | $92,985+7.6% | $87,485+14.4% |
| Participation rate | 63.9% | 63.3%+0.6pp | 69.5%-5.6pp | 68.9%-5.0pp |
| Annual return | 13.87% | 23.85%-10.0pp | 27.99%-14.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,682 | $1,917-12.3% | $2,662-36.8% | $2,596-35.2% |
| Participant deferral / active EE | $4,110 | $3,364+22.2% | $4,377-6.1% | $4,274-3.8% |
| Admin fee / account holder | $8,788 | $6,137+43.2% | $9,463-7.1% | $7,775+13.0% |