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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 | $90,274 | $60,349+49.6% | $74,184+21.7% | $62,881+43.6% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 4.88% | 21.38%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,552 | $1,680-7.6% | $2,370-34.5% | $2,281-32.0% |
| Participant deferral / active EE | $3,104 | $2,856+8.7% | $3,550-12.6% | $3,203-3.1% |
| Admin fee / account holder | $9,846 | $4,261+131.1% | $5,586+76.3% | $4,296+129.2% |