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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 | $112,891 | $67,894+66.3% | $89,340+26.4% | $82,448+36.9% |
| Participation rate | 50.9% | 64.0%-13.1pp | 69.6%-18.6pp | 68.1%-17.1pp |
| Annual return | 13.09% | 19.21%-6.1pp | 20.57%-7.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,775 | $1,828-2.9% | $2,231-20.5% | $2,551-30.4% |
| Participant deferral / active EE | $3,884 | $3,072+26.4% | $3,823+1.6% | $4,139-6.2% |
| Admin fee / account holder | $758 | $5,723-86.7% | $6,704-88.7% | $7,234-89.5% |