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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 | $103,269 | $58,627+76.1% | $76,735+34.6% | $82,448+25.3% |
| Participation rate | 28.8% | 63.2%-34.4pp | 69.5%-40.7pp | 68.1%-39.3pp |
| Annual return | 17.83% | 39.10%-21.3pp | 29.77%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,126 | $1,729+23.0% | $2,454-13.4% | $2,551-16.6% |
| Participant deferral / active EE | $2,899 | $3,134-7.5% | $4,088-29.1% | $4,139-30.0% |
| Admin fee / account holder | $1,573 | $5,323-70.4% | $7,189-78.1% | $7,234-78.3% |