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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 | $76,990 | $60,349+27.6% | $74,184+3.8% | $62,881+22.4% |
| Participation rate | 58.5% | 72.7%-14.2pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 7.86% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,905 | $1,680+13.3% | $2,370-19.6% | $2,281-16.5% |
| Participant deferral / active EE | $3,881 | $2,856+35.9% | $3,550+9.3% | $3,203+21.2% |
| Admin fee / account holder | $4,563 | $4,261+7.1% | $5,586-18.3% | $4,296+6.2% |