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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 | $97,550+26.1% | $120,344+2.2% | $87,485+40.6% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.7%-15.2pp | 68.9%-7.4pp |
| Annual return | 14.18% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,483 | $2,291-35.3% | $3,020-50.9% | $2,596-42.9% |
| Participant deferral / active EE | $3,399 | $4,230-19.6% | $5,135-33.8% | $4,274-20.5% |
| Admin fee / account holder | $7,196 | $9,543-24.6% | $12,742-43.5% | $7,775-7.4% |