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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 | $110,702 | $74,535+48.5% | $100,712+9.9% | $82,637+34.0% |
| Participation rate | 59.0% | 61.2%-2.2pp | 69.3%-10.3pp | 68.1%-9.1pp |
| Annual return | 16.35% | 18.92%-2.6pp | 33.27%-16.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,107 | $1,503+40.2% | $2,313-8.9% | $2,552-17.4% |
| Participant deferral / active EE | $3,886 | $3,074+26.4% | $4,085-4.9% | $4,126-5.8% |
| Admin fee / account holder | $2,078 | $6,576-68.4% | $9,256-77.5% | $7,339-71.7% |