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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 | $106,113 | $55,684+90.6% | $75,900+39.8% | $72,976+45.4% |
| Participation rate | 63.6% | 61.1%+2.5pp | 69.3%-5.7pp | 69.5%-5.9pp |
| Annual return | 19.11% | 27.60%-8.5pp | 30.73%-11.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $1,689 | $1,687+0.1% | $2,501-32.5% | $2,440-30.8% |
| Participant deferral / active EE | $2,809 | $2,634+6.6% | $3,604-22.1% | $3,608-22.1% |
| Admin fee / account holder | $3,966 | $3,981-0.4% | $5,421-26.8% | $5,124-22.6% |