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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 | $105,944 | $95,453+11.0% | $112,040-5.4% | $82,448+28.5% |
| Participation rate | 69.0% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 15.10% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $714 | $2,318-69.2% | $2,954-75.8% | $2,551-72.0% |
| Participant deferral / active EE | $5,709 | $4,224+35.2% | $5,098+12.0% | $4,139+37.9% |
| Admin fee / account holder | $10,092 | $9,013+12.0% | $12,098-16.6% | $7,234+39.5% |