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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 | $100,424 | $73,787+36.1% | $98,716+1.7% | $82,448+21.8% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.3%-5.0pp | 68.1%-3.8pp |
| Annual return | 15.59% | 18.57%-3.0pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $691 | $1,511-54.3% | $2,279-69.7% | $2,551-72.9% |
| Participant deferral / active EE | $5,371 | $3,081+74.3% | $4,048+32.7% | $4,139+29.8% |
| Admin fee / account holder | $9,085 | $6,500+39.8% | $8,703+4.4% | $7,234+25.6% |