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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 | $138,319 | $81,476+69.8% | $102,383+35.1% | $80,925+70.9% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 14.89% | 25.59%-10.7pp | 24.94%-10.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,339 | $3,105+7.5% | $3,870-13.7% | $2,756+21.1% |
| Participant deferral / active EE | $8,114 | $3,871+109.6% | $5,060+60.4% | $4,299+88.8% |
| Admin fee / account holder | $18,708 | $6,717+178.5% | $8,391+122.9% | $6,940+169.6% |