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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 | $112,234 | $76,834+46.1% | $108,359+3.6% | $87,485+28.3% |
| Participation rate | 67.5% | 61.7%+5.8pp | 70.1%-2.6pp | 68.9%-1.4pp |
| Annual return | 15.47% | 19.09%-3.6pp | 36.89%-21.4pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,018 | $1,556+29.7% | $2,399-15.9% | $2,596-22.3% |
| Participant deferral / active EE | $2,820 | $3,100-9.0% | $4,137-31.8% | $4,274-34.0% |
| Admin fee / account holder | $1,171 | $6,537-82.1% | $9,741-88.0% | $7,775-84.9% |