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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 | $124,508 | $67,606+84.2% | $82,313+51.3% | $70,124+77.6% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.5pp | 69.5%-0.2pp |
| Annual return | 16.61% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,558 | $1,755-11.2% | $2,428-35.8% | $2,342-33.5% |
| Participant deferral / active EE | $4,662 | $2,987+56.1% | $3,706+25.8% | $3,332+39.9% |
| Admin fee / account holder | $3,802 | $4,512-15.7% | $5,608-32.2% | $4,645-18.2% |