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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 | $85,594 | $73,787+16.0% | $98,716-13.3% | $82,448+3.8% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.3%-0.4pp | 68.1%+0.8pp |
| Annual return | 18.66% | 18.57%+0.1pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $889 | $1,511-41.2% | $2,279-61.0% | $2,551-65.1% |
| Participant deferral / active EE | $4,162 | $3,081+35.1% | $4,048+2.8% | $4,139+0.6% |
| Admin fee / account holder | $8,669 | $6,500+33.4% | $8,703-0.4% | $7,234+19.8% |