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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 | $144,588 | $58,627+146.6% | $76,735+88.4% | $82,448+75.4% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 17.33% | 39.10%-21.8pp | 29.77%-12.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,255 | $1,729+30.4% | $2,454-8.1% | $2,551-11.6% |
| Participant deferral / active EE | $4,081 | $3,134+30.2% | $4,088-0.2% | $4,139-1.4% |
| Admin fee / account holder | $5,656 | $5,323+6.3% | $7,189-21.3% | $7,234-21.8% |