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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 | $117,758 | $67,602+74.2% | $82,312+43.1% | $70,126+67.9% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 16.37% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,622 | $1,755+106.4% | $2,428+49.2% | $2,343+54.6% |
| Participant deferral / active EE | $4,515 | $2,987+51.2% | $3,706+21.8% | $3,332+35.5% |
| Admin fee / account holder | $5,350 | $4,512+18.6% | $5,608-4.6% | $4,645+15.2% |