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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 | $107,219 | $73,787+45.3% | $98,716+8.6% | $82,448+30.0% |
| Participation rate | 65.9% | 61.4%+4.4pp | 69.3%-3.4pp | 68.1%-2.2pp |
| Annual return | 20.17% | 18.57%+1.6pp | 31.81%-11.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,695 | $1,511+12.1% | $2,279-25.6% | $2,551-33.6% |
| Participant deferral / active EE | $3,653 | $3,081+18.6% | $4,048-9.7% | $4,139-11.7% |
| Admin fee / account holder | $4,640 | $6,500-28.6% | $8,703-46.7% | $7,234-35.9% |