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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 | $89,019 | $65,041+36.9% | $90,965-2.1% | $79,858+11.5% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.0%+0.2pp | 69.6%-0.4pp |
| Annual return | 10.89% | 30.45%-19.6pp | 134.57%-123.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,475 | $1,247+18.3% | $2,122-30.5% | $2,471-40.3% |
| Participant deferral / active EE | $3,357 | $2,512+33.6% | $3,373-0.5% | $3,740-10.2% |
| Admin fee / account holder | $5,569 | $4,536+22.8% | $5,960-6.6% | $5,306+5.0% |