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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 | $113,665 | $81,504+39.5% | $102,437+11.0% | $80,959+40.4% |
| Participation rate | 65.1% | 66.9%-1.7pp | 74.5%-9.4pp | 67.7%-2.6pp |
| Annual return | 11.91% | 25.60%-13.7pp | 24.95%-13.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,865 | $3,104-39.9% | $3,871-51.8% | $2,757-32.3% |
| Participant deferral / active EE | $5,515 | $3,871+42.5% | $5,060+9.0% | $4,300+28.2% |
| Admin fee / account holder | $17,449 | $6,719+159.7% | $8,388+108.0% | $6,925+152.0% |