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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 | $104,988 | $95,404+10.0% | $113,397-7.4% | $82,637+27.0% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.5%-8.1pp | 68.1%+0.4pp |
| Annual return | 13.21% | 19.08%-5.9pp | 23.20%-10.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,610 | $2,307-30.2% | $2,977-45.9% | $2,552-36.9% |
| Participant deferral / active EE | $3,696 | $4,220-12.4% | $5,076-27.2% | $4,126-10.4% |
| Admin fee / account holder | $5,138 | $9,168-44.0% | $11,957-57.0% | $7,339-30.0% |