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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 | $121,889 | $95,453+27.7% | $112,040+8.8% | $82,448+47.8% |
| Participation rate | 49.0% | 72.8%-23.8pp | 76.5%-27.5pp | 68.1%-19.1pp |
| Annual return | 20.40% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,193 | $2,318-5.4% | $2,954-25.8% | $2,551-14.0% |
| Participant deferral / active EE | $5,087 | $4,224+20.4% | $5,098-0.2% | $4,139+22.9% |
| Admin fee / account holder | $427 | $9,013-95.3% | $12,098-96.5% | $7,234-94.1% |