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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 | $103,696 | $81,446+27.3% | $103,374+0.3% | $80,874+28.2% |
| Participation rate | 64.4% | 66.9%-2.4pp | 74.5%-10.1pp | 67.6%-3.2pp |
| Annual return | 22.44% | 25.57%-3.1pp | 24.89%-2.4pp | 35.62%-13.2pp |
| Employer contribution / active EE | $2,168 | $3,107-30.2% | $3,869-44.0% | $2,756-21.3% |
| Participant deferral / active EE | $6,060 | $3,870+56.6% | $5,058+19.8% | $4,297+41.0% |
| Admin fee / account holder | $5,274 | $6,715-21.5% | $8,394-37.2% | $6,935-23.9% |