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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 | $105,422 | $95,453+10.4% | $112,040-5.9% | $82,448+27.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 12.64% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,236 | $2,318-46.7% | $2,954-58.2% | $2,551-51.6% |
| Participant deferral / active EE | $4,295 | $4,224+1.7% | $5,098-15.7% | $4,139+3.8% |
| Admin fee / account holder | $5,148 | $9,013-42.9% | $12,098-57.4% | $7,234-28.8% |