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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 | $99,336 | $76,551+29.8% | $123,894-19.8% | $62,881+58.0% |
| Participation rate | 58.9% | 73.0%-14.1pp | 81.4%-22.5pp | 69.3%-10.4pp |
| Annual return | 17.08% | 18.68%-1.6pp | 47.52%-30.4pp | 20.14%-3.1pp |
| Employer contribution / active EE | $2,132 | $2,882-26.0% | $4,617-53.8% | $2,281-6.5% |
| Participant deferral / active EE | $5,837 | $4,840+20.6% | $5,984-2.5% | $3,203+82.2% |
| Admin fee / account holder | $1,825 | $4,826-62.2% | $8,357-78.2% | $4,296-57.5% |