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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 | $108,741 | $74,535+45.9% | $100,712+8.0% | $82,637+31.6% |
| Participation rate | 65.6% | 61.2%+4.5pp | 69.3%-3.7pp | 68.1%-2.4pp |
| Annual return | 14.47% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $3,553 | $1,503+136.5% | $2,313+53.6% | $2,552+39.2% |
| Participant deferral / active EE | $5,515 | $3,074+79.4% | $4,085+35.0% | $4,126+33.7% |
| Admin fee / account holder | $14,732 | $6,576+124.0% | $9,256+59.2% | $7,339+100.7% |