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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 | $119,698 | $79,894+49.8% | $135,792-11.9% | $82,637+44.8% |
| Participation rate | 53.1% | 63.0%-9.9pp | 72.6%-19.5pp | 68.1%-14.9pp |
| Annual return | 20.93% | 17.20%+3.7pp | 25.96%-5.0pp | 53.51%-32.6pp |
| Employer contribution / active EE | $1,869 | $2,165-13.7% | $3,496-46.5% | $2,552-26.8% |
| Participant deferral / active EE | $3,999 | $3,194+25.2% | $4,759-16.0% | $4,126-3.1% |
| Admin fee / account holder | $13,026 | $6,434+102.5% | $12,266+6.2% | $7,339+77.5% |