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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 | $90,486 | $58,851+53.8% | $115,167-21.4% | $72,976+24.0% |
| Participation rate | 69.2% | 65.5%+3.7pp | 75.9%-6.7pp | 69.5%-0.3pp |
| Annual return | 23.67% | 23.16%+0.5pp | 35.60%-11.9pp | 81.02%-57.3pp |
| Employer contribution / active EE | $2,596 | $1,798+44.4% | $3,179-18.3% | $2,440+6.4% |
| Participant deferral / active EE | $3,537 | $2,643+33.8% | $4,169-15.2% | $3,608-2.0% |
| Admin fee / account holder | $16,060 | $6,370+152.1% | $7,089+126.5% | $5,124+213.4% |