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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 | $123,099 | $72,027+70.9% | $185,861-33.8% | $79,856+54.2% |
| Participation rate | 45.0% | 65.8%-20.8pp | 78.0%-33.0pp | 69.6%-24.6pp |
| Annual return | 25.80% | 23.13%+2.7pp | 35.96%-10.2pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,278 | $1,965+15.9% | $4,088-44.3% | $2,471-7.8% |
| Participant deferral / active EE | $4,709 | $3,780+24.6% | $5,634-16.4% | $3,741+25.9% |
| Admin fee / account holder | $980 | $4,513-78.3% | $9,503-89.7% | $5,306-81.5% |