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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 | $212,166 | $58,493+262.7% | $84,021+152.5% | $72,975+190.7% |
| Participation rate | 69.0% | 61.2%+7.7pp | 69.0%-0.1pp | 69.5%-0.5pp |
| Annual return | 25.97% | 28.93%-3.0pp | 71.32%-45.3pp | 81.01%-55.0pp |
| Employer contribution / active EE | $2,258 | $1,163+94.2% | $1,984+13.8% | $2,440-7.4% |
| Participant deferral / active EE | $4,976 | $2,394+107.9% | $3,239+53.6% | $3,608+37.9% |
| Admin fee / account holder | $2,326 | $4,569-49.1% | $6,102-61.9% | $5,124-54.6% |