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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 | $117,674 | $79,894+47.3% | $135,792-13.3% | $82,637+42.4% |
| Participation rate | 62.9% | 63.0%-0.1pp | 72.6%-9.7pp | 68.1%-5.2pp |
| Annual return | 13.45% | 17.20%-3.7pp | 25.96%-12.5pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,226 | $2,165-43.4% | $3,496-64.9% | $2,552-52.0% |
| Participant deferral / active EE | $3,332 | $3,194+4.3% | $4,759-30.0% | $4,126-19.2% |
| Admin fee / account holder | $2,446 | $6,434-62.0% | $12,266-80.1% | $7,339-66.7% |