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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 | $108,535 | $67,894+59.9% | $89,340+21.5% | $82,448+31.6% |
| Participation rate | 64.8% | 64.0%+0.8pp | 69.6%-4.8pp | 68.1%-3.3pp |
| Annual return | 26.11% | 19.21%+6.9pp | 20.57%+5.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $2,492 | $1,828+36.3% | $2,231+11.7% | $2,551-2.3% |
| Participant deferral / active EE | $5,194 | $3,072+69.0% | $3,823+35.9% | $4,139+25.5% |
| Admin fee / account holder | $830 | $5,723-85.5% | $6,704-87.6% | $7,234-88.5% |