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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 | $101,385 | $67,606+50.0% | $82,313+23.2% | $70,124+44.6% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 13.26% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,550 | $1,755-11.7% | $2,428-36.2% | $2,342-33.8% |
| Participant deferral / active EE | $3,428 | $2,987+14.8% | $3,706-7.5% | $3,332+2.9% |
| Admin fee / account holder | $4,636 | $4,512+2.7% | $5,608-17.3% | $4,645-0.2% |