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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 | $86,940+18.9% | $102,434+0.9% | $80,935+27.8% |
| Participation rate | 67.4% | 72.4%-5.0pp | 76.5%-9.1pp | 67.7%-0.3pp |
| Annual return | 16.91% | 18.89%-2.0pp | 29.46%-12.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,606 | $2,370-32.2% | $3,023-46.9% | $2,757-41.7% |
| Participant deferral / active EE | $4,389 | $4,121+6.5% | $5,055-13.2% | $4,299+2.1% |
| Admin fee / account holder | $2,532 | $8,047-68.5% | $9,462-73.2% | $6,924-63.4% |