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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 | $125,789 | $73,787+70.5% | $98,716+27.4% | $82,448+52.6% |
| Participation rate | 57.4% | 61.4%-4.0pp | 69.3%-11.8pp | 68.1%-10.6pp |
| Annual return | 16.61% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,777 | $1,511+17.6% | $2,279-22.0% | $2,551-30.3% |
| Participant deferral / active EE | $4,647 | $3,081+50.8% | $4,048+14.8% | $4,139+12.3% |
| Admin fee / account holder | $4,184 | $6,500-35.6% | $8,703-51.9% | $7,234-42.2% |