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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 | $115,059 | $95,453+20.5% | $112,040+2.7% | $82,448+39.6% |
| Participation rate | 42.3% | 72.8%-30.4pp | 76.5%-34.2pp | 68.1%-25.8pp |
| Annual return | 18.66% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,149 | $2,318-50.4% | $2,954-61.1% | $2,551-54.9% |
| Participant deferral / active EE | $2,892 | $4,224-31.5% | $5,098-43.3% | $4,139-30.1% |
| Admin fee / account holder | $4,944 | $9,013-45.1% | $12,098-59.1% | $7,234-31.7% |