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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 | $113,486 | $86,940+30.5% | $102,434+10.8% | $80,935+40.2% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 12.22% | 18.89%-6.7pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $951 | $2,370-59.9% | $3,023-68.6% | $2,757-65.5% |
| Participant deferral / active EE | $3,740 | $4,121-9.3% | $5,055-26.0% | $4,299-13.0% |
| Admin fee / account holder | $5,857 | $8,047-27.2% | $9,462-38.1% | $6,924-15.4% |