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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 | $72,607+49.5% | $90,259+20.2% | $87,485+24.1% |
| Participation rate | 64.8% | 64.8%0pp | 70.7%-5.9pp | 68.9%-4.1pp |
| Annual return | 26.11% | 18.59%+7.5pp | 18.88%+7.2pp | 26.06%+0.1pp |
| Employer contribution / active EE | $2,492 | $1,919+29.8% | $2,291+8.7% | $2,596-4.0% |
| Participant deferral / active EE | $5,194 | $3,055+70.0% | $3,827+35.7% | $4,274+21.5% |
| Admin fee / account holder | $830 | $5,947-86.0% | $7,267-88.6% | $7,775-89.3% |