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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 | $97,375 | $55,713+74.8% | $75,894+28.3% | $72,983+33.4% |
| Participation rate | 65.5% | 61.1%+4.3pp | 69.3%-3.8pp | 69.5%-4.0pp |
| Annual return | 24.10% | 27.60%-3.5pp | 30.76%-6.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,870 | $1,687+70.1% | $2,501+14.8% | $2,440+17.6% |
| Participant deferral / active EE | $4,274 | $2,634+62.2% | $3,603+18.6% | $3,608+18.5% |
| Admin fee / account holder | $2,395 | $3,980-39.8% | $5,420-55.8% | $5,124-53.3% |