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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 | $101,830 | $86,940+17.1% | $102,434-0.6% | $80,935+25.8% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.7%-12.9pp |
| Annual return | 14.57% | 18.89%-4.3pp | 29.46%-14.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $3,196 | $2,370+34.9% | $3,023+5.7% | $2,757+16.0% |
| Participant deferral / active EE | $6,250 | $4,121+51.7% | $5,055+23.6% | $4,299+45.4% |
| Admin fee / account holder | $942 | $8,047-88.3% | $9,462-90.0% | $6,924-86.4% |