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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 | $101,603 | $73,787+37.7% | $98,716+2.9% | $82,448+23.2% |
| Participation rate | 64.6% | 61.4%+3.2pp | 69.3%-4.7pp | 68.1%-3.5pp |
| Annual return | 18.35% | 18.57%-0.2pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,903 | $1,511+25.9% | $2,279-16.5% | $2,551-25.4% |
| Participant deferral / active EE | $3,853 | $3,081+25.0% | $4,048-4.8% | $4,139-6.9% |
| Admin fee / account holder | $6,809 | $6,500+4.8% | $8,703-21.8% | $7,234-5.9% |