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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 | $77,574+87.7% | $108,753+33.9% | $86,983+67.4% |
| Participation rate | 69.0% | 62.3%+6.7pp | 71.1%-2.1pp | 69.5%-0.6pp |
| Annual return | 16.01% | 18.42%-2.4pp | 37.47%-21.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $2,083 | $1,611+29.3% | $2,427-14.1% | $2,584-19.4% |
| Participant deferral / active EE | $7,458 | $3,128+138.4% | $4,115+81.3% | $4,194+77.8% |
| Admin fee / account holder | $2,479 | $6,529-62.0% | $10,320-76.0% | $7,856-68.4% |