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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 | $86,523 | $59,839+44.6% | $81,988+5.5% | $79,858+8.3% |
| Participation rate | 68.4% | 61.6%+6.8pp | 69.3%-0.8pp | 69.6%-1.2pp |
| Annual return | 22.65% | 17.56%+5.1pp | 41.31%-18.7pp | 31.72%-9.1pp |
| Employer contribution / active EE | $1,713 | $1,7130% | $2,498-31.4% | $2,471-30.7% |
| Participant deferral / active EE | $4,766 | $2,695+76.9% | $3,722+28.0% | $3,740+27.4% |
| Admin fee / account holder | $1,733 | $4,287-59.6% | $5,665-69.4% | $5,306-67.3% |