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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 | $103,710 | $57,590+80.1% | $86,233+20.3% | $82,448+25.8% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.0%-0.3pp | 68.1%+0.7pp |
| Annual return | 16.61% | 22.41%-5.8pp | 61.39%-44.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,387 | $1,655+44.2% | $2,504-4.7% | $2,551-6.4% |
| Participant deferral / active EE | $3,228 | $3,080+4.8% | $4,559-29.2% | $4,139-22.0% |
| Admin fee / account holder | $1,157 | $4,730-75.5% | $8,342-86.1% | $7,234-84.0% |