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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 | $81,476+47.3% | $102,383+17.2% | $80,925+48.3% |
| Participation rate | 58.4% | 66.8%-8.4pp | 74.5%-16.1pp | 67.7%-9.2pp |
| Annual return | 10.51% | 25.59%-15.1pp | 24.94%-14.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2,510 | $3,105-19.1% | $3,870-35.1% | $2,756-8.9% |
| Participant deferral / active EE | $5,224 | $3,871+35.0% | $5,060+3.3% | $4,299+21.5% |
| Admin fee / account holder | $14,441 | $6,717+115.0% | $8,391+72.1% | $6,940+108.1% |