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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 | $112,659 | $96,956+16.2% | $69,779+61.5% | $273,972-58.9% |
| Participation rate | 68.8% | 77.1%-8.3pp | 71.8%-3.1pp | 83.0%-14.3pp |
| Annual return | 7.16% | 12.93%-5.8pp | 12.99%-5.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,221 | $3,316+27.3% | $2,338+80.5% | $4,869-13.3% |
| Participant deferral / active EE | $2,077 | $3,744-44.5% | $2,931-29.1% | $5,287-60.7% |
| Admin fee / account holder | $2,728 | $7,934-65.6% | $4,381-37.7% | $10,133-73.1% |