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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 | $117,622 | $73,787+59.4% | $98,716+19.2% | $82,448+42.7% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 15.74% | 18.57%-2.8pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,621 | $1,511+73.4% | $2,279+15.0% | $2,551+2.8% |
| Participant deferral / active EE | $4,231 | $3,081+37.3% | $4,048+4.5% | $4,139+2.2% |
| Admin fee / account holder | $11,461 | $6,500+76.3% | $8,703+31.7% | $7,234+58.4% |