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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 | $108,299 | $81,476+32.9% | $102,383+5.8% | $80,925+33.8% |
| Participation rate | 46.8% | 66.8%-20.0pp | 74.5%-27.7pp | 67.7%-20.8pp |
| Annual return | 11.14% | 25.59%-14.5pp | 24.94%-13.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,428 | $3,105-54.0% | $3,870-63.1% | $2,756-48.2% |
| Participant deferral / active EE | $5,793 | $3,871+49.7% | $5,060+14.5% | $4,299+34.8% |
| Admin fee / account holder | $570 | $6,717-91.5% | $8,391-93.2% | $6,940-91.8% |