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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 | $85,748 | $37,436+129.0% | $77,513+10.6% | $79,858+7.4% |
| Participation rate | 67.6% | 41.5%+26.1pp | 54.2%+13.5pp | 69.6%-2.0pp |
| Annual return | 20.18% | 39.75%-19.6pp | 54.81%-34.6pp | 31.72%-11.5pp |
| Employer contribution / active EE | $443 | $637-30.5% | $987-55.1% | $2,471-82.1% |
| Participant deferral / active EE | $2,150 | $1,261+70.6% | $1,861+15.6% | $3,740-42.5% |
| Admin fee / account holder | $2,674 | $2,505+6.7% | $2,859-6.5% | $5,306-49.6% |