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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 | $159,136 | $74,535+113.5% | $100,712+58.0% | $82,637+92.6% |
| Participation rate | 68.5% | 61.2%+7.3pp | 69.3%-0.8pp | 68.1%+0.5pp |
| Annual return | 17.03% | 18.92%-1.9pp | 33.27%-16.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,850 | $1,503+89.6% | $2,313+23.2% | $2,552+11.7% |
| Participant deferral / active EE | $5,594 | $3,074+82.0% | $4,085+36.9% | $4,126+35.6% |
| Admin fee / account holder | $3,340 | $6,576-49.2% | $9,256-63.9% | $7,339-54.5% |