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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 | $77,574+42.7% | $108,753+1.8% | $86,983+27.3% |
| Participation rate | 59.0% | 62.3%-3.3pp | 71.1%-12.1pp | 69.5%-10.6pp |
| Annual return | 16.35% | 18.42%-2.1pp | 37.47%-21.1pp | 25.83%-9.5pp |
| Employer contribution / active EE | $2,107 | $1,611+30.8% | $2,427-13.2% | $2,584-18.5% |
| Participant deferral / active EE | $3,886 | $3,128+24.2% | $4,115-5.6% | $4,194-7.3% |
| Admin fee / account holder | $2,078 | $6,529-68.2% | $10,320-79.9% | $7,856-73.5% |