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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 | $112,583 | $64,501+74.5% | $108,753+3.5% | $65,306+72.4% |
| Participation rate | 51.0% | 50.8%+0.2pp | 71.1%-20.1pp | 57.7%-6.7pp |
| Annual return | 13.42% | 21.09%-7.7pp | 37.47%-24.0pp | 21.94%-8.5pp |
| Employer contribution / active EE | $2,228 | $1,069+108.4% | $2,427-8.2% | $1,967+13.3% |
| Participant deferral / active EE | $3,938 | $2,401+64.0% | $4,115-4.3% | $2,959+33.1% |
| Admin fee / account holder | $1,963 | $4,971-60.5% | $10,320-81.0% | $3,480-43.6% |