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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 | $101,094 | $64,359+57.1% | $90,161+12.1% | $70,124+44.2% |
| Participation rate | 68.8% | 70.4%-1.7pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 32.09% | 28.13%+4.0pp | 34.89%-2.8pp | 73.14%-41.1pp |
| Employer contribution / active EE | $2,597 | $2,046+27.0% | $3,318-21.7% | $2,342+10.9% |
| Participant deferral / active EE | $6,484 | $4,389+47.7% | $5,287+22.6% | $3,332+94.6% |
| Admin fee / account holder | $651 | $3,945-83.5% | $5,943-89.0% | $4,645-86.0% |