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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 | $99,094 | $58,627+69.0% | $76,735+29.1% | $82,448+20.2% |
| Participation rate | 65.5% | 63.2%+2.3pp | 69.5%-4.0pp | 68.1%-2.6pp |
| Annual return | 14.67% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,327 | $1,729+92.4% | $2,454+35.6% | $2,551+30.4% |
| Participant deferral / active EE | $5,770 | $3,134+84.2% | $4,088+41.2% | $4,139+39.4% |
| Admin fee / account holder | $2,207 | $5,323-58.5% | $7,189-69.3% | $7,234-69.5% |