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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 | $91,174 | $63,773+43.0% | $81,286+12.2% | $80,925+12.7% |
| Participation rate | 58.7% | 63.9%-5.2pp | 69.5%-10.8pp | 67.7%-9.0pp |
| Annual return | 12.84% | 16.37%-3.5pp | 24.80%-12.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,821 | $1,979-8.0% | $2,463-26.0% | $2,756-33.9% |
| Participant deferral / active EE | $3,452 | $3,093+11.6% | $3,883-11.1% | $4,299-19.7% |
| Admin fee / account holder | $2,263 | $5,682-60.2% | $5,764-60.7% | $6,940-67.4% |