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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 | $83,898+28.6% | $133,346-19.1% | $94,015+14.8% |
| Participation rate | 47.6% | 63.4%-15.7pp | 72.8%-25.2pp | 70.8%-23.2pp |
| Annual return | 17.05% | 16.00%+1.1pp | 36.85%-19.8pp | 17.84%-0.8pp |
| Employer contribution / active EE | $2,241 | $1,821+23.1% | $2,853-21.5% | $2,790-19.7% |
| Participant deferral / active EE | $3,886 | $3,245+19.8% | $4,332-10.3% | $4,249-8.5% |
| Admin fee / account holder | $10,726 | $7,809+37.4% | $14,264-24.8% | $8,951+19.8% |