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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 | $110,830 | $55,932+98.2% | $76,735+44.4% | $67,986+63.0% |
| Participation rate | 53.0% | 50.8%+2.2pp | 69.5%-16.5pp | 57.2%-4.2pp |
| Annual return | 16.21% | 23.10%-6.9pp | 29.77%-13.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,988 | $1,487+33.7% | $2,454-19.0% | $2,019-1.5% |
| Participant deferral / active EE | $3,141 | $2,558+22.8% | $4,088-23.2% | $3,358-6.5% |
| Admin fee / account holder | $1,642 | $4,907-66.5% | $7,189-77.2% | $3,203-48.7% |