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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 | $101,858 | $60,349+68.8% | $74,184+37.3% | $62,881+62.0% |
| Participation rate | 62.1% | 72.7%-10.7pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 5.53% | 21.38%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,658 | $1,680-1.3% | $2,370-30.1% | $2,281-27.3% |
| Participant deferral / active EE | $3,258 | $2,856+14.1% | $3,550-8.2% | $3,203+1.7% |
| Admin fee / account holder | $14,230 | $4,261+234.0% | $5,586+154.8% | $4,296+231.3% |