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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 | $102,457 | $72,273+41.8% | $101,275+1.2% | $79,856+28.3% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 12.78% | 22.30%-9.5pp | 46.48%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,225 | $2,691-54.5% | $3,660-66.5% | $2,471-50.4% |
| Participant deferral / active EE | $2,227 | $3,282-32.1% | $4,371-49.1% | $3,741-40.5% |
| Admin fee / account holder | $2,880 | $4,401-34.6% | $5,948-51.6% | $5,306-45.7% |