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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 | $86,938+21.2% | $102,423+2.8% | $80,925+30.2% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.7%-3.7pp |
| Annual return | 17.50% | 18.89%-1.4pp | 29.42%-11.9pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,398 | $2,369-41.0% | $3,023-53.7% | $2,756-49.3% |
| Participant deferral / active EE | $3,580 | $4,120-13.1% | $5,054-29.2% | $4,299-16.7% |
| Admin fee / account holder | $14,200 | $8,053+76.3% | $9,455+50.2% | $6,940+104.6% |