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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 | $110,871 | $86,949+27.5% | $102,460+8.2% | $80,959+36.9% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.8pp | 67.7%-10.9pp |
| Annual return | 14.29% | 18.89%-4.6pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,994 | $2,370-15.9% | $3,025-34.1% | $2,757-27.7% |
| Participant deferral / active EE | $2,888 | $4,121-29.9% | $5,056-42.9% | $4,300-32.9% |
| Admin fee / account holder | $2,346 | $8,048-70.9% | $9,460-75.2% | $6,925-66.1% |