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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 | $105,337 | $86,922+21.2% | $102,438+2.8% | $80,874+30.2% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.6%-3.6pp |
| Annual return | 17.50% | 18.90%-1.4pp | 29.37%-11.9pp | 35.62%-18.1pp |
| Employer contribution / active EE | $1,398 | $2,369-41.0% | $3,024-53.8% | $2,756-49.3% |
| Participant deferral / active EE | $3,580 | $4,119-13.1% | $5,054-29.2% | $4,297-16.7% |
| Admin fee / account holder | $14,200 | $8,050+76.4% | $9,448+50.3% | $6,935+104.7% |