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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 | $106,458 | $72,492+46.9% | $87,104+22.2% | $72,975+45.9% |
| Participation rate | 52.6% | 72.8%-20.2pp | 76.9%-24.2pp | 69.5%-16.9pp |
| Annual return | 24.57% | 24.46%+0.1pp | 28.19%-3.6pp | 81.01%-56.4pp |
| Employer contribution / active EE | $2,117 | $1,894+11.8% | $2,521-16.0% | $2,440-13.2% |
| Participant deferral / active EE | $3,233 | $3,270-1.1% | $4,048-20.1% | $3,608-10.4% |
| Admin fee / account holder | $9,670 | $5,055+91.3% | $7,491+29.1% | $5,124+88.7% |