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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 | $99,855 | $63,809+56.5% | $81,353+22.7% | $80,935+23.4% |
| Participation rate | 54.0% | 63.9%-9.9pp | 69.5%-15.5pp | 67.7%-13.7pp |
| Annual return | 16.69% | 16.37%+0.3pp | 24.82%-8.1pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,699 | $1,981+36.2% | $2,464+9.5% | $2,757-2.1% |
| Participant deferral / active EE | $5,898 | $3,093+90.7% | $3,885+51.8% | $4,299+37.2% |
| Admin fee / account holder | $1,928 | $5,686-66.1% | $5,766-66.6% | $6,924-72.2% |