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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 | $86,330+28.5% | $121,871-9.0% | $94,015+18.0% |
| Participation rate | 57.4% | 66.7%-9.2pp | 73.2%-15.7pp | 70.8%-13.4pp |
| Annual return | 14.76% | 14.95%-0.2pp | 13.57%+1.2pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,807 | $2,292-21.2% | $2,731-33.8% | $2,790-35.2% |
| Participant deferral / active EE | $3,521 | $3,146+11.9% | $4,318-18.5% | $4,249-17.2% |
| Admin fee / account holder | $7,307 | $7,346-0.5% | $11,551-36.7% | $8,951-18.4% |