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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 | $130,376 | $81,504+60.0% | $102,437+27.3% | $80,959+61.0% |
| Participation rate | 42.1% | 66.9%-24.7pp | 74.5%-32.4pp | 67.7%-25.6pp |
| Annual return | 10.74% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,099 | $3,104-0.2% | $3,871-19.9% | $2,757+12.4% |
| Participant deferral / active EE | $2,022 | $3,871-47.8% | $5,060-60.0% | $4,300-53.0% |
| Admin fee / account holder | $3,826 | $6,719-43.1% | $8,388-54.4% | $6,925-44.7% |