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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 | $102,883 | $71,215+44.5% | $93,696+9.8% | $80,935+27.1% |
| Participation rate | 65.9% | 60.4%+5.5pp | 68.7%-2.8pp | 67.7%-1.8pp |
| Annual return | 12.66% | 11.27%+1.4pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $753 | $1,565-51.9% | $2,422-68.9% | $2,757-72.7% |
| Participant deferral / active EE | $5,131 | $4,037+27.1% | $4,417+16.2% | $4,299+19.4% |
| Admin fee / account holder | $12,698 | $6,958+82.5% | $8,287+53.2% | $6,924+83.4% |