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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 | $95,616 | $39,132+144.3% | $57,196+67.2% | $62,881+52.1% |
| Participation rate | 62.8% | 70.5%-7.7pp | 75.3%-12.5pp | 69.3%-6.5pp |
| Annual return | 9.00% | 9.24%-0.2pp | 14.59%-5.6pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,333 | $1,874-28.9% | $2,683-50.3% | $2,281-41.6% |
| Participant deferral / active EE | $2,661 | $2,374+12.1% | $3,096-14.1% | $3,203-16.9% |
| Admin fee / account holder | $4,499 | $2,594+73.5% | $3,141+43.3% | $4,296+4.7% |