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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 | $102,095 | $76,551+33.4% | $123,894-17.6% | $62,881+62.4% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 9.26% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,918 | $2,882+1.2% | $4,617-36.8% | $2,281+27.9% |
| Participant deferral / active EE | $6,405 | $4,840+32.3% | $5,984+7.0% | $3,203+100.0% |
| Admin fee / account holder | $366 | $4,826-92.4% | $8,357-95.6% | $4,296-91.5% |