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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 | $112,523 | $64,920+73.3% | $103,693+8.5% | $86,983+29.4% |
| Participation rate | 66.7% | 63.6%+3.1pp | 72.6%-6.0pp | 69.5%-2.9pp |
| Annual return | 14.95% | 30.29%-15.3pp | 47.61%-32.7pp | 25.83%-10.9pp |
| Employer contribution / active EE | $2,663 | $2,141+24.4% | $2,920-8.8% | $2,584+3.1% |
| Participant deferral / active EE | $5,365 | $3,241+65.5% | $4,579+17.2% | $4,194+27.9% |
| Admin fee / account holder | $2,931 | $6,191-52.7% | $7,858-62.7% | $7,856-62.7% |