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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 | $167,992 | $57,541+192.0% | $95,759+75.4% | $75,177+123.5% |
| Participation rate | 65.9% | 62.5%+3.3pp | 72.3%-6.4pp | 67.2%-1.4pp |
| Annual return | 18.03% | 34.93%-16.9pp | 28.42%-10.4pp | 160.75%-142.7pp |
| Employer contribution / active EE | $2,671 | $1,808+47.7% | $2,836-5.8% | $2,6710% |
| Participant deferral / active EE | $6,390 | $3,074+107.9% | $4,244+50.6% | $4,126+54.9% |
| Admin fee / account holder | $4,114 | $4,099+0.4% | $5,678-27.5% | $5,651-27.2% |