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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 | $115,719 | $57,073+102.8% | $85,126+35.9% | $80,925+43.0% |
| Participation rate | 59.3% | 56.4%+2.9pp | 67.5%-8.3pp | 67.7%-8.4pp |
| Annual return | 14.78% | 21.69%-6.9pp | 66.63%-51.8pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,842 | $1,801+2.3% | $2,731-32.6% | $2,756-33.2% |
| Participant deferral / active EE | $3,718 | $3,113+19.4% | $4,523-17.8% | $4,299-13.5% |
| Admin fee / account holder | $1,498 | $4,988-70.0% | $6,160-75.7% | $6,940-78.4% |