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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 | $116,148 | $67,602+71.8% | $82,312+41.1% | $70,126+65.6% |
| Participation rate | 66.1% | 72.8%-6.6pp | 76.9%-10.8pp | 69.5%-3.4pp |
| Annual return | 20.46% | 21.57%-1.1pp | 25.88%-5.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $951 | $1,755-45.8% | $2,428-60.8% | $2,343-59.4% |
| Participant deferral / active EE | $3,978 | $2,987+33.2% | $3,706+7.3% | $3,332+19.4% |
| Admin fee / account holder | $6,061 | $4,512+34.3% | $5,608+8.1% | $4,645+30.5% |