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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 | $111,452 | $57,590+93.5% | $86,233+29.2% | $82,448+35.2% |
| Participation rate | 61.1% | 57.9%+3.2pp | 69.0%-7.9pp | 68.1%-7.0pp |
| Annual return | 13.93% | 22.41%-8.5pp | 61.39%-47.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,800 | $1,655+69.2% | $2,504+11.8% | $2,551+9.8% |
| Participant deferral / active EE | $4,594 | $3,080+49.2% | $4,559+0.8% | $4,139+11.0% |
| Admin fee / account holder | $5,328 | $4,730+12.6% | $8,342-36.1% | $7,234-26.4% |