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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 | $110,882 | $72,273+53.4% | $101,275+9.5% | $79,856+38.9% |
| Participation rate | 60.4% | 68.5%-8.0pp | 75.8%-15.4pp | 69.6%-9.2pp |
| Annual return | 17.96% | 22.30%-4.3pp | 46.48%-28.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,534 | $2,691-43.0% | $3,660-58.1% | $2,471-37.9% |
| Participant deferral / active EE | $2,683 | $3,282-18.2% | $4,371-38.6% | $3,741-28.3% |
| Admin fee / account holder | $6,415 | $4,401+45.7% | $5,948+7.8% | $5,306+20.9% |