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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 | $101,465 | $86,919+16.7% | $102,457-1.0% | $80,911+25.4% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 18.04% | 18.90%-0.9pp | 29.41%-11.4pp | 35.63%-17.6pp |
| Employer contribution / active EE | $1,835 | $2,368-22.5% | $3,022-39.3% | $2,756-33.4% |
| Participant deferral / active EE | $4,082 | $4,119-0.9% | $5,054-19.2% | $4,297-5.0% |
| Admin fee / account holder | $2,010 | $8,049-75.0% | $9,451-78.7% | $6,935-71.0% |