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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 | $137,060 | $73,787+85.8% | $98,716+38.8% | $82,448+66.2% |
| Participation rate | 52.4% | 61.4%-9.0pp | 69.3%-16.9pp | 68.1%-15.7pp |
| Annual return | 18.33% | 18.57%-0.2pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,181 | $1,511+44.3% | $2,279-4.3% | $2,551-14.5% |
| Participant deferral / active EE | $3,392 | $3,081+10.1% | $4,048-16.2% | $4,139-18.1% |
| Admin fee / account holder | $1,148 | $6,500-82.3% | $8,703-86.8% | $7,234-84.1% |