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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 | $141,598 | $59,839+136.6% | $81,988+72.7% | $79,858+77.3% |
| Participation rate | 64.1% | 61.6%+2.5pp | 69.3%-5.1pp | 69.6%-5.5pp |
| Annual return | 17.49% | 17.56%-0.1pp | 41.31%-23.8pp | 31.72%-14.2pp |
| Employer contribution / active EE | $3,058 | $1,713+78.5% | $2,498+22.4% | $2,471+23.8% |
| Participant deferral / active EE | $3,727 | $2,695+38.3% | $3,722+0.1% | $3,740-0.3% |
| Admin fee / account holder | $6,253 | $4,287+45.9% | $5,665+10.4% | $5,306+17.9% |