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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 | $107,292 | $36,948+190.4% | $73,658+45.7% | $87,485+22.6% |
| Participation rate | 55.0% | 46.8%+8.2pp | 57.0%-2.0pp | 68.9%-13.9pp |
| Annual return | 20.02% | 28.64%-8.6pp | 29.72%-9.7pp | 26.06%-6.0pp |
| Employer contribution / active EE | $739 | $670+10.4% | $1,032-28.4% | $2,596-71.5% |
| Participant deferral / active EE | $2,228 | $1,379+61.6% | $2,062+8.1% | $4,274-47.9% |
| Admin fee / account holder | $3,580 | $2,531+41.5% | $3,357+6.6% | $7,775-54.0% |