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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 | $77,574+29.5% | $108,753-7.7% | $86,983+15.5% |
| Participation rate | 64.3% | 62.3%+2.0pp | 71.1%-6.8pp | 69.5%-5.3pp |
| Annual return | 15.59% | 18.42%-2.8pp | 37.47%-21.9pp | 25.83%-10.2pp |
| Employer contribution / active EE | $691 | $1,611-57.1% | $2,427-71.5% | $2,584-73.3% |
| Participant deferral / active EE | $5,371 | $3,128+71.7% | $4,115+30.5% | $4,194+28.1% |
| Admin fee / account holder | $9,085 | $6,529+39.2% | $10,320-12.0% | $7,856+15.6% |