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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 | $123,009 | $95,453+28.9% | $112,040+9.8% | $82,448+49.2% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.5%-15.0pp | 68.1%-6.5pp |
| Annual return | 14.18% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,483 | $2,318-36.0% | $2,954-49.8% | $2,551-41.9% |
| Participant deferral / active EE | $3,399 | $4,224-19.5% | $5,098-33.3% | $4,139-17.9% |
| Admin fee / account holder | $7,196 | $9,013-20.2% | $12,098-40.5% | $7,234-0.5% |