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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 | $99,169 | $57,590+72.2% | $86,233+15.0% | $82,448+20.3% |
| Participation rate | 68.6% | 57.9%+10.7pp | 69.0%-0.4pp | 68.1%+0.5pp |
| Annual return | 16.70% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,139 | $1,655+29.2% | $2,504-14.6% | $2,551-16.2% |
| Participant deferral / active EE | $4,772 | $3,080+55.0% | $4,559+4.7% | $4,139+15.3% |
| Admin fee / account holder | $1,254 | $4,730-73.5% | $8,342-85.0% | $7,234-82.7% |