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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 | $118,145 | $81,487+45.0% | $102,412+15.4% | $80,935+46.0% |
| Participation rate | 41.7% | 66.8%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | 19.54% | 25.60%-6.1pp | 24.94%-5.4pp | 35.66%-16.1pp |
| Employer contribution / active EE | $2,397 | $3,103-22.7% | $3,870-38.1% | $2,757-13.0% |
| Participant deferral / active EE | $5,088 | $3,871+31.5% | $5,060+0.6% | $4,299+18.3% |
| Admin fee / account holder | $5,521 | $6,717-17.8% | $8,388-34.2% | $6,924-20.3% |