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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 | $206,953 | $59,839+245.9% | $81,991+152.4% | $79,852+159.2% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.3%+0.4pp | 69.6%+0.1pp |
| Annual return | 16.72% | 17.56%-0.8pp | 41.31%-24.6pp | 31.72%-15.0pp |
| Employer contribution / active EE | $3,203 | $1,713+86.9% | $2,498+28.2% | $2,471+29.6% |
| Participant deferral / active EE | $3,739 | $2,695+38.7% | $3,722+0.5% | $3,7400% |
| Admin fee / account holder | $5,618 | $4,287+31.0% | $5,665-0.8% | $5,306+5.9% |