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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 | $84,578 | $60,349+40.1% | $74,184+14.0% | $62,881+34.5% |
| Participation rate | 56.0% | 72.7%-16.7pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 7.90% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,114 | $1,680+25.8% | $2,370-10.8% | $2,281-7.3% |
| Participant deferral / active EE | $4,014 | $2,856+40.5% | $3,550+13.1% | $3,203+25.3% |
| Admin fee / account holder | $1,473 | $4,261-65.4% | $5,586-73.6% | $4,296-65.7% |