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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 | $108,176 | $73,978+46.2% | $96,515+12.1% | $75,173+43.9% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 16.56% | 26.72%-10.2pp | 35.73%-19.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,022 | $2,931-31.0% | $3,740-45.9% | $2,671-24.3% |
| Participant deferral / active EE | $4,002 | $3,660+9.4% | $4,880-18.0% | $4,126-3.0% |
| Admin fee / account holder | $1,925 | $5,219-63.1% | $6,735-71.4% | $5,651-65.9% |