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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 | $89,503 | $64,517+38.7% | $81,438+9.9% | $80,874+10.7% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.5%-0.1pp | 67.6%+1.8pp |
| Annual return | 16.30% | 16.35%-0.1pp | 24.74%-8.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,014 | $1,982+1.6% | $2,460-18.2% | $2,756-26.9% |
| Participant deferral / active EE | $3,991 | $3,096+28.9% | $3,883+2.8% | $4,297-7.1% |
| Admin fee / account holder | $5,919 | $5,677+4.2% | $5,764+2.7% | $6,935-14.7% |