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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 | $59,440+73.7% | $78,004+32.4% | $82,637+25.0% |
| Participation rate | 28.8% | 62.8%-34.0pp | 69.4%-40.7pp | 68.1%-39.3pp |
| Annual return | 17.83% | 40.24%-22.4pp | 31.07%-13.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,126 | $1,750+21.5% | $2,469-13.9% | $2,552-16.7% |
| Participant deferral / active EE | $2,899 | $3,138-7.6% | $4,092-29.1% | $4,126-29.7% |
| Admin fee / account holder | $1,573 | $5,504-71.4% | $7,578-79.2% | $7,339-78.6% |