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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 | $88,055 | $57,061+54.3% | $85,063+3.5% | $80,911+8.8% |
| Participation rate | 69.1% | 56.3%+12.7pp | 67.5%+1.6pp | 67.6%+1.4pp |
| Annual return | 14.57% | 21.66%-7.1pp | 66.54%-52.0pp | 35.63%-21.1pp |
| Employer contribution / active EE | $2,495 | $1,799+38.7% | $2,727-8.5% | $2,756-9.4% |
| Participant deferral / active EE | $6,131 | $3,110+97.1% | $4,523+35.6% | $4,297+42.7% |
| Admin fee / account holder | $433 | $4,986-91.3% | $6,155-93.0% | $6,935-93.8% |