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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 | $121,479 | $95,453+27.3% | $112,040+8.4% | $82,448+47.3% |
| Participation rate | 51.4% | 72.8%-21.4pp | 76.5%-25.1pp | 68.1%-16.7pp |
| Annual return | 17.67% | 23.92%-6.3pp | 24.52%-6.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,149 | $2,318+35.8% | $2,954+6.6% | $2,551+23.4% |
| Participant deferral / active EE | $7,676 | $4,224+81.7% | $5,098+50.6% | $4,139+85.4% |
| Admin fee / account holder | $2,315 | $9,013-74.3% | $12,098-80.9% | $7,234-68.0% |