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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 | $98,498 | $73,787+33.5% | $98,716-0.2% | $82,448+19.5% |
| Participation rate | 51.9% | 61.4%-9.6pp | 69.3%-17.4pp | 68.1%-16.2pp |
| Annual return | 19.24% | 18.57%+0.7pp | 31.81%-12.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,719 | $1,511+79.9% | $2,279+19.3% | $2,551+6.6% |
| Participant deferral / active EE | $5,319 | $3,081+72.6% | $4,048+31.4% | $4,139+28.5% |
| Admin fee / account holder | $2,888 | $6,500-55.6% | $8,703-66.8% | $7,234-60.1% |