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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 | $63,456+77.4% | $100,712+11.8% | $64,097+75.6% |
| Participation rate | 51.0% | 49.7%+1.3pp | 69.3%-18.3pp | 55.2%-4.2pp |
| Annual return | 13.42% | 19.65%-6.2pp | 33.27%-19.8pp | 34.64%-21.2pp |
| Employer contribution / active EE | $2,228 | $1,003+122.3% | $2,313-3.7% | $1,891+17.8% |
| Participant deferral / active EE | $3,938 | $2,463+59.9% | $4,085-3.6% | $3,080+27.9% |
| Admin fee / account holder | $1,963 | $4,808-59.2% | $9,256-78.8% | $3,454-43.2% |