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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 | $108,495 | $83,485+30.0% | $125,195-13.3% | $72,976+48.7% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.5%-7.0pp |
| Annual return | 23.48% | 25.77%-2.3pp | 43.79%-20.3pp | 81.02%-57.5pp |
| Employer contribution / active EE | $1,680 | $2,346-28.4% | $3,866-56.6% | $2,440-31.2% |
| Participant deferral / active EE | $6,083 | $3,586+69.6% | $4,937+23.2% | $3,608+68.6% |
| Admin fee / account holder | $1,011 | $5,518-81.7% | $9,704-89.6% | $5,124-80.3% |