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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 | $112,844 | $71,197+58.5% | $93,669+20.5% | $80,925+39.4% |
| Participation rate | 63.2% | 60.4%+2.8pp | 68.7%-5.6pp | 67.7%-4.5pp |
| Annual return | 11.09% | 11.27%-0.2pp | 133.59%-122.5pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,796 | $1,565+14.8% | $2,424-25.9% | $2,756-34.8% |
| Participant deferral / active EE | $5,142 | $4,036+27.4% | $4,416+16.4% | $4,299+19.6% |
| Admin fee / account holder | $6,996 | $6,959+0.5% | $8,291-15.6% | $6,940+0.8% |