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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 | $90,094 | $72,269+24.7% | $101,271-11.0% | $79,852+12.8% |
| Participation rate | 69.6% | 68.5%+1.2pp | 75.8%-6.2pp | 69.6%0pp |
| Annual return | 21.43% | 22.29%-0.9pp | 46.48%-25.0pp | 31.72%-10.3pp |
| Employer contribution / active EE | $2,193 | $2,692-18.5% | $3,660-40.1% | $2,471-11.3% |
| Participant deferral / active EE | $5,969 | $3,282+81.9% | $4,371+36.6% | $3,740+59.6% |
| Admin fee / account holder | $3,235 | $4,401-26.5% | $5,948-45.6% | $5,306-39.0% |