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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 | $74,535+14.8% | $100,712-15.0% | $82,637+3.6% |
| Participation rate | 68.9% | 61.2%+7.7pp | 69.3%-0.4pp | 68.1%+0.8pp |
| Annual return | 18.66% | 18.92%-0.3pp | 33.27%-14.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $889 | $1,503-40.8% | $2,313-61.5% | $2,552-65.2% |
| Participant deferral / active EE | $4,162 | $3,074+35.4% | $4,085+1.9% | $4,126+0.9% |
| Admin fee / account holder | $8,669 | $6,576+31.8% | $9,256-6.3% | $7,339+18.1% |