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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 | $63,809+40.3% | $81,353+10.0% | $80,935+10.6% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.5%-0.1pp | 67.7%+1.8pp |
| Annual return | 16.30% | 16.37%-0.1pp | 24.82%-8.5pp | 35.66%-19.4pp |
| Employer contribution / active EE | $2,014 | $1,981+1.7% | $2,464-18.3% | $2,757-27.0% |
| Participant deferral / active EE | $3,991 | $3,093+29.0% | $3,885+2.7% | $4,299-7.2% |
| Admin fee / account holder | $5,919 | $5,686+4.1% | $5,766+2.6% | $6,924-14.5% |