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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 | $113,684 | $72,273+57.3% | $101,275+12.3% | $79,856+42.4% |
| Participation rate | 67.3% | 68.5%-1.2pp | 75.8%-8.5pp | 69.6%-2.4pp |
| Annual return | 23.43% | 22.30%+1.1pp | 46.48%-23.1pp | 31.71%-8.3pp |
| Employer contribution / active EE | $3,049 | $2,691+13.3% | $3,660-16.7% | $2,471+23.4% |
| Participant deferral / active EE | $6,261 | $3,282+90.8% | $4,371+43.2% | $3,741+67.4% |
| Admin fee / account holder | $3,497 | $4,401-20.5% | $5,948-41.2% | $5,306-34.1% |