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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 | $144,700 | $73,787+96.1% | $98,716+46.6% | $82,448+75.5% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 22.41% | 18.57%+3.8pp | 31.81%-9.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $2,092 | $1,511+38.4% | $2,279-8.2% | $2,551-18.0% |
| Participant deferral / active EE | $4,809 | $3,081+56.1% | $4,048+18.8% | $4,139+16.2% |
| Admin fee / account holder | $6,389 | $6,500-1.7% | $8,703-26.6% | $7,234-11.7% |