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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 | $88,012 | $58,627+50.1% | $76,735+14.7% | $82,448+6.7% |
| Participation rate | 64.3% | 63.2%+1.1pp | 69.5%-5.2pp | 68.1%-3.8pp |
| Annual return | 17.75% | 39.10%-21.3pp | 29.77%-12.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,081 | $1,729+20.4% | $2,454-15.2% | $2,551-18.4% |
| Participant deferral / active EE | $4,968 | $3,134+58.5% | $4,088+21.5% | $4,139+20.0% |
| Admin fee / account holder | $5,489 | $5,323+3.1% | $7,189-23.6% | $7,234-24.1% |