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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 | $111,262 | $73,787+50.8% | $98,716+12.7% | $82,448+34.9% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.3%-13.4pp | 68.1%-12.2pp |
| Annual return | 12.91% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,078 | $1,511+37.5% | $2,279-8.8% | $2,551-18.5% |
| Participant deferral / active EE | $5,538 | $3,081+79.7% | $4,048+36.8% | $4,139+33.8% |
| Admin fee / account holder | $1,635 | $6,500-74.8% | $8,703-81.2% | $7,234-77.4% |