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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 | $97,505 | $57,073+70.8% | $85,126+14.5% | $80,925+20.5% |
| Participation rate | 66.0% | 56.4%+9.6pp | 67.5%-1.6pp | 67.7%-1.7pp |
| Annual return | 17.08% | 21.69%-4.6pp | 66.63%-49.6pp | 35.65%-18.6pp |
| Employer contribution / active EE | $4,621 | $1,801+156.6% | $2,731+69.2% | $2,756+67.7% |
| Participant deferral / active EE | $4,905 | $3,113+57.6% | $4,523+8.4% | $4,299+14.1% |
| Admin fee / account holder | $5,682 | $4,988+13.9% | $6,160-7.8% | $6,940-18.1% |