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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 | $100,138 | $58,512+71.1% | $84,020+19.2% | $72,983+37.2% |
| Participation rate | 68.6% | 61.2%+7.3pp | 69.0%-0.4pp | 69.5%-0.9pp |
| Annual return | 24.82% | 28.93%-4.1pp | 71.31%-46.5pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,683 | $1,163+44.8% | $1,984-15.1% | $2,440-31.0% |
| Participant deferral / active EE | $4,176 | $2,394+74.5% | $3,239+28.9% | $3,608+15.8% |
| Admin fee / account holder | $6,406 | $4,569+40.2% | $6,101+5.0% | $5,124+25.0% |