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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 | $110,143 | $57,119+92.8% | $85,187+29.3% | $80,935+36.1% |
| Participation rate | 67.4% | 56.4%+11.0pp | 67.5%-0.1pp | 67.7%-0.3pp |
| Annual return | 12.22% | 21.70%-9.5pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,309 | $1,802+28.2% | $2,732-15.5% | $2,757-16.2% |
| Participant deferral / active EE | $4,282 | $3,115+37.5% | $4,525-5.4% | $4,299-0.4% |
| Admin fee / account holder | $6,107 | $4,990+22.4% | $6,162-0.9% | $6,924-11.8% |