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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 | $116,235 | $95,404+21.8% | $113,397+2.5% | $82,637+40.7% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.3pp |
| Annual return | 15.07% | 19.08%-4.0pp | 23.20%-8.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,610 | $2,307-30.2% | $2,977-45.9% | $2,552-36.9% |
| Participant deferral / active EE | $2,703 | $4,220-35.9% | $5,076-46.8% | $4,126-34.5% |
| Admin fee / account holder | $2,936 | $9,168-68.0% | $11,957-75.4% | $7,339-60.0% |