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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 | $119,238 | $86,949+37.1% | $102,460+16.4% | $80,959+47.3% |
| Participation rate | 62.2% | 72.4%-10.2pp | 76.5%-14.3pp | 67.7%-5.4pp |
| Annual return | 14.66% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,909 | $2,370-19.4% | $3,025-36.9% | $2,757-30.8% |
| Participant deferral / active EE | $3,230 | $4,121-21.6% | $5,056-36.1% | $4,300-24.9% |
| Admin fee / account holder | $3,670 | $8,048-54.4% | $9,460-61.2% | $6,925-47.0% |