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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 | $107,935 | $73,787+46.3% | $98,716+9.3% | $82,448+30.9% |
| Participation rate | 47.6% | 61.4%-13.8pp | 69.3%-21.7pp | 68.1%-20.4pp |
| Annual return | 17.05% | 18.57%-1.5pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,241 | $1,511+48.3% | $2,279-1.6% | $2,551-12.1% |
| Participant deferral / active EE | $3,886 | $3,081+26.1% | $4,048-4.0% | $4,139-6.1% |
| Admin fee / account holder | $10,726 | $6,500+65.0% | $8,703+23.3% | $7,234+48.3% |