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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 | $111,355 | $60,349+84.5% | $74,184+50.1% | $62,881+77.1% |
| Participation rate | 68.6% | 72.7%-4.2pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | 8.28% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $921 | $1,680-45.2% | $2,370-61.1% | $2,281-59.6% |
| Participant deferral / active EE | $2,885 | $2,856+1.0% | $3,550-18.7% | $3,203-9.9% |
| Admin fee / account holder | $9,843 | $4,261+131.0% | $5,586+76.2% | $4,296+129.1% |