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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 | $52,682+110.4% | $78,004+42.1% | $64,097+72.9% |
| Participation rate | 53.0% | 47.7%+5.3pp | 69.4%-16.4pp | 55.2%-2.1pp |
| Annual return | 16.21% | 22.45%-6.2pp | 31.07%-14.9pp | 34.64%-18.4pp |
| Employer contribution / active EE | $1,988 | $1,323+50.3% | $2,469-19.5% | $1,891+5.1% |
| Participant deferral / active EE | $3,141 | $2,346+33.9% | $4,092-23.2% | $3,080+2.0% |
| Admin fee / account holder | $1,642 | $5,420-69.7% | $7,578-78.3% | $3,454-52.5% |