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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 | $95,653 | $73,787+29.6% | $98,716-3.1% | $82,448+16.0% |
| Participation rate | 69.8% | 61.4%+8.4pp | 69.3%+0.5pp | 68.1%+1.8pp |
| Annual return | 15.33% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,539 | $1,511+68.0% | $2,279+11.4% | $2,551-0.5% |
| Participant deferral / active EE | $5,041 | $3,081+63.6% | $4,048+24.5% | $4,139+21.8% |
| Admin fee / account holder | $1,216 | $6,500-81.3% | $8,703-86.0% | $7,234-83.2% |