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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 | $57,061+93.0% | $85,063+29.5% | $80,911+36.1% |
| Participation rate | 67.4% | 56.3%+11.0pp | 67.5%-0.1pp | 67.6%-0.3pp |
| Annual return | 12.22% | 21.66%-9.4pp | 66.54%-54.3pp | 35.63%-23.4pp |
| Employer contribution / active EE | $2,309 | $1,799+28.4% | $2,727-15.3% | $2,756-16.2% |
| Participant deferral / active EE | $4,282 | $3,110+37.7% | $4,523-5.3% | $4,297-0.3% |
| Admin fee / account holder | $6,107 | $4,986+22.5% | $6,155-0.8% | $6,935-11.9% |