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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 | $126,073 | $73,787+70.9% | $98,716+27.7% | $82,448+52.9% |
| Participation rate | 58.0% | 61.4%-3.4pp | 69.3%-11.3pp | 68.1%-10.1pp |
| Annual return | 16.90% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,168 | $1,511+109.6% | $2,279+39.0% | $2,551+24.2% |
| Participant deferral / active EE | $6,379 | $3,081+107.0% | $4,048+57.6% | $4,139+54.1% |
| Admin fee / account holder | $2,390 | $6,500-63.2% | $8,703-72.5% | $7,234-67.0% |