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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 | $100,366 | $56,544+77.5% | $75,501+32.9% | $70,126+43.1% |
| Participation rate | 67.7% | 68.1%-0.4pp | 72.4%-4.6pp | 69.5%-1.8pp |
| Annual return | 21.94% | 23.59%-1.7pp | 27.35%-5.4pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,861 | $1,817+2.4% | $2,352-20.9% | $2,343-20.6% |
| Participant deferral / active EE | $4,658 | $2,580+80.5% | $3,142+48.2% | $3,332+39.8% |
| Admin fee / account holder | $5,700 | $3,827+48.9% | $5,801-1.7% | $4,645+22.7% |