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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 | $99,863 | $95,453+4.6% | $112,040-10.9% | $82,448+21.1% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.5%-7.5pp | 68.1%+0.9pp |
| Annual return | 13.92% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,024 | $2,318-55.8% | $2,954-65.3% | $2,551-59.9% |
| Participant deferral / active EE | $5,049 | $4,224+19.5% | $5,098-0.9% | $4,139+22.0% |
| Admin fee / account holder | $12,799 | $9,013+42.0% | $12,098+5.8% | $7,234+76.9% |