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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 | $144,425 | $57,590+150.8% | $86,233+67.5% | $82,448+75.2% |
| Participation rate | 68.4% | 57.9%+10.6pp | 69.0%-0.6pp | 68.1%+0.4pp |
| Annual return | 19.54% | 22.41%-2.9pp | 61.39%-41.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,623 | $1,655+58.4% | $2,504+4.7% | $2,551+2.8% |
| Participant deferral / active EE | $6,796 | $3,080+120.7% | $4,559+49.1% | $4,139+64.2% |
| Admin fee / account holder | $6,062 | $4,730+28.1% | $8,342-27.3% | $7,234-16.2% |