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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 | $142,882 | $74,535+91.7% | $100,712+41.9% | $82,637+72.9% |
| Participation rate | 68.8% | 61.2%+7.6pp | 69.3%-0.5pp | 68.1%+0.7pp |
| Annual return | 23.00% | 18.92%+4.1pp | 33.27%-10.3pp | 53.51%-30.5pp |
| Employer contribution / active EE | $1,792 | $1,503+19.3% | $2,313-22.5% | $2,552-29.8% |
| Participant deferral / active EE | $5,645 | $3,074+83.6% | $4,085+38.2% | $4,126+36.8% |
| Admin fee / account holder | $1,485 | $6,576-77.4% | $9,256-84.0% | $7,339-79.8% |