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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 | $57,140+70.6% | $85,240+14.4% | $80,959+20.4% |
| Participation rate | 66.0% | 56.4%+9.5pp | 67.5%-1.6pp | 67.7%-1.7pp |
| Annual return | 17.08% | 21.71%-4.6pp | 66.75%-49.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $4,621 | $1,802+156.5% | $2,735+68.9% | $2,757+67.6% |
| Participant deferral / active EE | $4,905 | $3,115+57.5% | $4,527+8.3% | $4,300+14.1% |
| Admin fee / account holder | $5,682 | $4,992+13.8% | $6,165-7.8% | $6,925-17.9% |