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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 | $129,487 | $57,590+124.8% | $86,233+50.2% | $82,448+57.1% |
| Participation rate | 68.0% | 57.9%+10.1pp | 69.0%-1.0pp | 68.1%-0.1pp |
| Annual return | 16.67% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,581 | $1,655+176.7% | $2,504+82.9% | $2,551+79.6% |
| Participant deferral / active EE | $4,480 | $3,080+45.5% | $4,559-1.7% | $4,139+8.2% |
| Admin fee / account holder | $1,117 | $4,730-76.4% | $8,342-86.6% | $7,234-84.6% |