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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 | $113,287 | $59,839+89.3% | $81,991+38.2% | $79,852+41.9% |
| Participation rate | 69.4% | 61.6%+7.8pp | 69.3%+0.1pp | 69.6%-0.3pp |
| Annual return | 17.49% | 17.56%-0.1pp | 41.31%-23.8pp | 31.72%-14.2pp |
| Employer contribution / active EE | $4,683 | $1,713+173.3% | $2,498+87.4% | $2,471+89.5% |
| Participant deferral / active EE | $4,676 | $2,695+73.5% | $3,722+25.6% | $3,740+25.0% |
| Admin fee / account holder | $7,458 | $4,287+73.9% | $5,665+31.6% | $5,306+40.5% |