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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 | $106,680 | $67,894+57.1% | $89,340+19.4% | $82,448+29.4% |
| Participation rate | 68.6% | 64.0%+4.5pp | 69.6%-1.0pp | 68.1%+0.5pp |
| Annual return | 14.92% | 19.21%-4.3pp | 20.57%-5.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,375 | $1,828+30.0% | $2,231+6.5% | $2,551-6.9% |
| Participant deferral / active EE | $5,363 | $3,072+74.6% | $3,823+40.3% | $4,139+29.6% |
| Admin fee / account holder | $18,078 | $5,723+215.9% | $6,704+169.7% | $7,234+149.9% |