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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 | $113,344 | $73,787+53.6% | $98,716+14.8% | $82,448+37.5% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.3%-0.3pp | 68.1%+0.9pp |
| Annual return | 0.00% | 18.57%-18.6pp | 31.81%-31.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,193 | $1,511-21.1% | $2,279-47.6% | $2,551-53.2% |
| Participant deferral / active EE | $1,835 | $3,081-40.5% | $4,048-54.7% | $4,139-55.7% |
| Admin fee / account holder | $6,070 | $6,500-6.6% | $8,703-30.3% | $7,234-16.1% |