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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 | $118,447 | $72,492+63.4% | $87,104+36.0% | $72,975+62.3% |
| Participation rate | 58.5% | 72.8%-14.3pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | 26.03% | 24.46%+1.6pp | 28.19%-2.2pp | 81.01%-55.0pp |
| Employer contribution / active EE | $1,936 | $1,894+2.2% | $2,521-23.2% | $2,440-20.6% |
| Participant deferral / active EE | $3,442 | $3,270+5.3% | $4,048-15.0% | $3,608-4.6% |
| Admin fee / account holder | $2,222 | $5,055-56.0% | $7,491-70.3% | $5,124-56.6% |