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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 | $104,898 | $72,027+45.6% | $185,861-43.6% | $79,856+31.4% |
| Participation rate | 69.6% | 65.8%+3.8pp | 78.0%-8.5pp | 69.6%-0.1pp |
| Annual return | 18.52% | 23.13%-4.6pp | 35.96%-17.4pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,965 | $1,9650% | $4,088-51.9% | $2,471-20.5% |
| Participant deferral / active EE | $3,970 | $3,780+5.0% | $5,634-29.5% | $3,741+6.1% |
| Admin fee / account holder | $5,972 | $4,513+32.3% | $9,503-37.2% | $5,306+12.5% |