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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 | $120,034 | $81,504+47.3% | $102,437+17.2% | $80,959+48.3% |
| Participation rate | 58.4% | 66.9%-8.4pp | 74.5%-16.1pp | 67.7%-9.2pp |
| Annual return | 10.51% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,510 | $3,104-19.1% | $3,871-35.1% | $2,757-9.0% |
| Participant deferral / active EE | $5,224 | $3,871+35.0% | $5,060+3.2% | $4,300+21.5% |
| Admin fee / account holder | $14,441 | $6,719+114.9% | $8,388+72.2% | $6,925+108.5% |