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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 | $97,770 | $76,551+27.7% | $123,894-21.1% | $62,881+55.5% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 12.34% | 18.68%-6.3pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,854 | $2,882-1.0% | $4,617-38.2% | $2,281+25.1% |
| Participant deferral / active EE | $9,326 | $4,840+92.7% | $5,984+55.8% | $3,203+191.2% |
| Admin fee / account holder | $6,423 | $4,826+33.1% | $8,357-23.1% | $4,296+49.5% |