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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 | $145,609 | $73,787+97.3% | $98,716+47.5% | $82,448+76.6% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.3%-0.3pp | 68.1%+0.9pp |
| Annual return | 16.01% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,083 | $1,511+37.8% | $2,279-8.6% | $2,551-18.3% |
| Participant deferral / active EE | $7,458 | $3,081+142.0% | $4,048+84.3% | $4,139+80.2% |
| Admin fee / account holder | $2,479 | $6,500-61.9% | $8,703-71.5% | $7,234-65.7% |