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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 | $110,947 | $72,607+52.8% | $90,259+22.9% | $87,485+26.8% |
| Participation rate | 57.4% | 64.8%-7.4pp | 70.7%-13.3pp | 68.9%-11.5pp |
| Annual return | 14.76% | 18.59%-3.8pp | 18.88%-4.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,807 | $1,919-5.9% | $2,291-21.1% | $2,596-30.4% |
| Participant deferral / active EE | $3,521 | $3,055+15.2% | $3,827-8.0% | $4,274-17.6% |
| Admin fee / account holder | $7,307 | $5,947+22.9% | $7,267+0.6% | $7,775-6.0% |