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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 | $72,607+55.5% | $90,259+25.1% | $87,485+29.0% |
| Participation rate | 50.9% | 64.8%-13.9pp | 70.7%-19.8pp | 68.9%-18.0pp |
| Annual return | 13.09% | 18.59%-5.5pp | 18.88%-5.8pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,775 | $1,919-7.5% | $2,291-22.5% | $2,596-31.6% |
| Participant deferral / active EE | $3,884 | $3,055+27.1% | $3,827+1.5% | $4,274-9.1% |
| Admin fee / account holder | $758 | $5,947-87.2% | $7,267-89.6% | $7,775-90.2% |