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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 | $132,610 | $95,404+39.0% | $113,397+16.9% | $82,637+60.5% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.5%-15.4pp | 68.1%-6.9pp |
| Annual return | 15.19% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,952 | $2,307-15.4% | $2,977-34.4% | $2,552-23.5% |
| Participant deferral / active EE | $5,653 | $4,220+34.0% | $5,076+11.4% | $4,126+37.0% |
| Admin fee / account holder | $10,836 | $9,168+18.2% | $11,957-9.4% | $7,339+47.7% |