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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 | $100,273 | $80,983+23.8% | $96,544+3.9% | $75,177+33.4% |
| Participation rate | 69.8% | 71.8%-2.0pp | 76.0%-6.2pp | 67.2%+2.6pp |
| Annual return | 17.19% | 27.05%-9.9pp | 25.88%-8.7pp | 160.75%-143.6pp |
| Employer contribution / active EE | $838 | $2,282-63.3% | $2,966-71.8% | $2,671-68.6% |
| Participant deferral / active EE | $4,565 | $3,929+16.2% | $4,851-5.9% | $4,126+10.6% |
| Admin fee / account holder | $1,529 | $6,717-77.2% | $8,254-81.5% | $5,651-72.9% |