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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 | $103,402 | $86,922+19.0% | $102,438+0.9% | $80,874+27.9% |
| Participation rate | 67.4% | 72.4%-5.0pp | 76.5%-9.1pp | 67.6%-0.3pp |
| Annual return | 16.91% | 18.90%-2.0pp | 29.37%-12.5pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,606 | $2,369-32.2% | $3,024-46.9% | $2,756-41.7% |
| Participant deferral / active EE | $4,389 | $4,119+6.6% | $5,054-13.2% | $4,297+2.1% |
| Admin fee / account holder | $2,532 | $8,050-68.5% | $9,448-73.2% | $6,935-63.5% |