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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 | $108,728 | $81,487+33.4% | $102,412+6.2% | $80,935+34.3% |
| Participation rate | 57.5% | 66.8%-9.3pp | 74.5%-17.0pp | 67.7%-10.2pp |
| Annual return | 16.73% | 25.60%-8.9pp | 24.94%-8.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,956 | $3,103-36.9% | $3,870-49.4% | $2,757-29.0% |
| Participant deferral / active EE | $4,740 | $3,871+22.5% | $5,060-6.3% | $4,299+10.2% |
| Admin fee / account holder | $4,117 | $6,717-38.7% | $8,388-50.9% | $6,924-40.5% |