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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 | $134,265 | $37,156+261.4% | $83,854+60.1% | $86,983+54.4% |
| Participation rate | 69.2% | 49.1%+20.2pp | 59.1%+10.1pp | 69.5%-0.3pp |
| Annual return | 17.77% | 29.88%-12.1pp | 31.39%-13.6pp | 25.83%-8.1pp |
| Employer contribution / active EE | $2,066 | $661+212.6% | $1,017+103.1% | $2,584-20.1% |
| Participant deferral / active EE | $5,005 | $1,418+253.0% | $2,035+145.9% | $4,194+19.3% |
| Admin fee / account holder | $7,067 | $2,510+181.6% | $3,197+121.1% | $7,856-10.0% |