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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 | $74,535+49.3% | $100,712+10.5% | $82,637+34.6% |
| Participation rate | 55.9% | 61.2%-5.3pp | 69.3%-13.4pp | 68.1%-12.2pp |
| Annual return | 12.91% | 18.92%-6.0pp | 33.27%-20.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,078 | $1,503+38.3% | $2,313-10.1% | $2,552-18.6% |
| Participant deferral / active EE | $5,538 | $3,074+80.2% | $4,085+35.6% | $4,126+34.2% |
| Admin fee / account holder | $1,635 | $6,576-75.1% | $9,256-82.3% | $7,339-77.7% |