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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 | $124,233 | $76,834+61.7% | $108,359+14.6% | $87,485+42.0% |
| Participation rate | 61.3% | 61.7%-0.4pp | 70.1%-8.8pp | 68.9%-7.6pp |
| Annual return | 17.50% | 19.09%-1.6pp | 36.89%-19.4pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,705 | $1,556+9.5% | $2,399-29.0% | $2,596-34.3% |
| Participant deferral / active EE | $4,593 | $3,100+48.2% | $4,137+11.0% | $4,274+7.5% |
| Admin fee / account holder | $2,818 | $6,537-56.9% | $9,741-71.1% | $7,775-63.8% |