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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 | $112,014 | $90,674+23.5% | $96,707+15.8% | $82,448+35.9% |
| Participation rate | 55.8% | 75.9%-20.2pp | 80.4%-24.6pp | 68.1%-12.3pp |
| Annual return | 19.23% | 49.05%-29.8pp | 34.78%-15.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,477 | $3,975-37.7% | $4,191-40.9% | $2,551-2.9% |
| Participant deferral / active EE | $4,613 | $5,696-19.0% | $5,997-23.1% | $4,139+11.4% |
| Admin fee / account holder | $11,441 | $7,568+51.2% | $7,503+52.5% | $7,234+58.1% |