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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 | $109,893 | $59,839+83.6% | $81,991+34.0% | $79,852+37.6% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.3%-0.5pp | 69.6%-0.9pp |
| Annual return | 16.11% | 17.56%-1.4pp | 41.31%-25.2pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,230 | $1,713-28.2% | $2,498-50.8% | $2,471-50.2% |
| Participant deferral / active EE | $4,153 | $2,695+54.1% | $3,722+11.6% | $3,740+11.0% |
| Admin fee / account holder | $4,709 | $4,287+9.8% | $5,665-16.9% | $5,306-11.2% |