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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 | $89,595 | $71,215+25.8% | $93,696-4.4% | $80,935+10.7% |
| Participation rate | 64.8% | 60.4%+4.4pp | 68.7%-3.9pp | 67.7%-2.8pp |
| Annual return | 13.72% | 11.27%+2.4pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $776 | $1,565-50.4% | $2,422-68.0% | $2,757-71.8% |
| Participant deferral / active EE | $5,018 | $4,037+24.3% | $4,417+13.6% | $4,299+16.7% |
| Admin fee / account holder | $11,652 | $6,958+67.5% | $8,287+40.6% | $6,924+68.3% |