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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 | $115,646 | $95,453+21.2% | $112,040+3.2% | $82,448+40.3% |
| Participation rate | 40.8% | 72.8%-31.9pp | 76.5%-35.7pp | 68.1%-27.3pp |
| Annual return | 16.64% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,725 | $2,318-25.6% | $2,954-41.6% | $2,551-32.4% |
| Participant deferral / active EE | $4,329 | $4,224+2.5% | $5,098-15.1% | $4,139+4.6% |
| Admin fee / account holder | $5,635 | $9,013-37.5% | $12,098-53.4% | $7,234-22.1% |