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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 | $114,516 | $69,273+65.3% | $90,796+26.1% | $82,637+38.6% |
| Participation rate | 59.5% | 64.0%-4.5pp | 69.5%-10.0pp | 68.1%-8.5pp |
| Annual return | 15.63% | 18.37%-2.7pp | 19.29%-3.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,803 | $1,865-3.3% | $2,294-21.4% | $2,552-29.4% |
| Participant deferral / active EE | $3,940 | $3,047+29.3% | $3,822+3.1% | $4,126-4.5% |
| Admin fee / account holder | $846 | $5,511-84.7% | $7,024-88.0% | $7,339-88.5% |