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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 | $112,070 | $54,541+105.5% | $78,778+42.3% | $70,124+59.8% |
| Participation rate | 63.6% | 60.8%+2.8pp | 69.2%-5.6pp | 69.5%-5.9pp |
| Annual return | 17.25% | 21.07%-3.8pp | 35.62%-18.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,147 | $1,089+5.4% | $1,986-42.2% | $2,342-51.0% |
| Participant deferral / active EE | $2,787 | $2,210+26.1% | $2,958-5.8% | $3,332-16.3% |
| Admin fee / account holder | $3,726 | $3,709+0.5% | $5,134-27.4% | $4,645-19.8% |