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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 | $103,142 | $57,590+79.1% | $86,233+19.6% | $82,448+25.1% |
| Participation rate | 56.9% | 57.9%-1.0pp | 69.0%-12.1pp | 68.1%-11.2pp |
| Annual return | 14.51% | 22.41%-7.9pp | 61.39%-46.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,692 | $1,655+2.2% | $2,504-32.4% | $2,551-33.7% |
| Participant deferral / active EE | $3,873 | $3,080+25.7% | $4,559-15.1% | $4,139-6.4% |
| Admin fee / account holder | $1,411 | $4,730-70.2% | $8,342-83.1% | $7,234-80.5% |