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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 | $99,514 | $67,602+47.2% | $82,312+20.9% | $70,126+41.9% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.9%-15.5pp | 69.5%-8.1pp |
| Annual return | 14.18% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,800 | $1,755+2.6% | $2,428-25.9% | $2,343-23.2% |
| Participant deferral / active EE | $2,372 | $2,987-20.6% | $3,706-36.0% | $3,332-28.8% |
| Admin fee / account holder | $7,560 | $4,512+67.6% | $5,608+34.8% | $4,645+62.7% |