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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 | $112,304 | $97,550+15.1% | $120,344-6.7% | $87,485+28.4% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.7%-16.0pp | 68.9%-8.2pp |
| Annual return | 11.85% | 18.41%-6.6pp | 20.30%-8.5pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,704 | $2,291-25.6% | $3,020-43.6% | $2,596-34.4% |
| Participant deferral / active EE | $6,620 | $4,230+56.5% | $5,135+28.9% | $4,274+54.9% |
| Admin fee / account holder | $8,790 | $9,543-7.9% | $12,742-31.0% | $7,775+13.1% |