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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 | $118,656 | $89,532+32.5% | $103,447+14.7% | $80,925+46.6% |
| Participation rate | 63.0% | 76.0%-13.1pp | 80.5%-17.6pp | 67.7%-4.7pp |
| Annual return | 16.89% | 22.80%-5.9pp | 23.92%-7.0pp | 35.65%-18.8pp |
| Employer contribution / active EE | $1,558 | $4,023-61.3% | $4,678-66.7% | $2,756-43.5% |
| Participant deferral / active EE | $2,415 | $5,459-55.8% | $6,624-63.5% | $4,299-43.8% |
| Admin fee / account holder | $6,366 | $6,774-6.0% | $9,415-32.4% | $6,940-8.3% |