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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 | $69,444+48.7% | $92,985+11.1% | $87,485+18.0% |
| Participation rate | 28.8% | 63.3%-34.5pp | 69.5%-40.7pp | 68.9%-40.1pp |
| Annual return | 17.83% | 23.85%-6.0pp | 27.99%-10.2pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,126 | $1,917+10.9% | $2,662-20.1% | $2,596-18.1% |
| Participant deferral / active EE | $2,899 | $3,364-13.8% | $4,377-33.8% | $4,274-32.2% |
| Admin fee / account holder | $1,573 | $6,137-74.4% | $9,463-83.4% | $7,775-79.8% |