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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 | $116,832 | $72,492+61.2% | $87,104+34.1% | $72,975+60.1% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 21.29% | 24.46%-3.2pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,381 | $1,894-27.1% | $2,521-45.2% | $2,440-43.4% |
| Participant deferral / active EE | $3,340 | $3,270+2.1% | $4,048-17.5% | $3,608-7.4% |
| Admin fee / account holder | $10,641 | $5,055+110.5% | $7,491+42.0% | $5,124+107.7% |