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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 | $110,628 | $73,981+49.5% | $105,754+4.6% | $62,881+75.9% |
| Participation rate | 68.3% | 71.7%-3.4pp | 78.9%-10.6pp | 69.3%-1.0pp |
| Annual return | 10.85% | 17.60%-6.8pp | 12.25%-1.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,768 | $2,856-3.1% | $4,079-32.1% | $2,281+21.3% |
| Participant deferral / active EE | $5,673 | $4,038+40.5% | $5,326+6.5% | $3,203+77.1% |
| Admin fee / account holder | $11,604 | $5,976+94.2% | $8,309+39.6% | $4,296+170.1% |