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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 | $65,246+72.6% | $98,716+14.0% | $67,986+65.6% |
| Participation rate | 51.0% | 51.4%-0.5pp | 69.3%-18.3pp | 57.2%-6.2pp |
| Annual return | 13.42% | 20.58%-7.2pp | 31.81%-18.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $2,228 | $1,042+113.8% | $2,279-2.2% | $2,019+10.4% |
| Participant deferral / active EE | $3,938 | $2,594+51.8% | $4,048-2.7% | $3,358+17.3% |
| Admin fee / account holder | $1,963 | $4,561-56.9% | $8,703-77.4% | $3,203-38.7% |