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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 | $69,444+108.2% | $92,985+55.5% | $87,485+65.3% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.8pp | 68.9%-2.3pp |
| Annual return | 17.33% | 23.85%-6.5pp | 27.99%-10.7pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,255 | $1,917+17.6% | $2,662-15.3% | $2,596-13.1% |
| Participant deferral / active EE | $4,081 | $3,364+21.3% | $4,377-6.8% | $4,274-4.5% |
| Admin fee / account holder | $5,656 | $6,137-7.8% | $9,463-40.2% | $7,775-27.3% |