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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 | $121,480 | $86,949+39.7% | $102,460+18.6% | $80,959+50.1% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.7%-5.9pp |
| Annual return | 13.31% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,760 | $2,370+16.5% | $3,025-8.8% | $2,757+0.1% |
| Participant deferral / active EE | $3,982 | $4,121-3.4% | $5,056-21.2% | $4,300-7.4% |
| Admin fee / account holder | $16,063 | $8,048+99.6% | $9,460+69.8% | $6,925+131.9% |